ALM FIRST FINANCIAL ADVISORS LLC
CRD #108561 SEC #801-57980 DALLAS, TX 800-752-4628
SEC Registered Private Funds
Total AUM
$68.9B
Discretionary
$1.8B
Employees
23
Clients
--
Accounts
160
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $68.9B | $1.8B | $67.1B | 23 | 0 |
| Jul 2024 | $68.7B | $1.5B | $67.2B | 21 | 0 |
| Mar 2024 | $68.7B | $1.5B | $67.2B | 21 | 0 |
| Sep 2023 | $74.2B | $2B | $72.2B | 21 | 0 |
| May 2023 | $74.2B | $2B | $72.2B | 21 | 0 |
| Mar 2023 | $74.2B | $2B | $72.2B | 21 | 0 |
| Mar 2022 | $68.3B | $7B | $61.4B | 14 | 0 |
| Mar 2021 | $51B | $5.9B | $45B | 14 | 0 |
| Aug 2020 | $27.2B | $4.6B | $22.5B | 9 | 0 |
| May 2020 | $27.2B | $4.6B | $22.5B | 9 | 0 |
| Mar 2020 | $27.2B | $4.6B | $22.5B | 9 | 0 |
| Mar 2020 | $27.2B | $4.6B | $22.5B | 9 | 0 |
| Feb 2019 | $18.8B | $1.6B | $17.2B | 8 | 0 |
| Feb 2018 | $20.1B | $1.5B | $18.6B | 55 | 95 |
| Jun 2017 | $18.8B | $600.6M | $18.2B | 50 | 26 |
| Jan 2017 | $18.8B | $600.6M | $18.2B | 50 | 26 |
| Jan 2016 | $18.3B | $248.2M | $18B | 50 | 26 |
| Dec 2015 | $17.1B | $326.7M | $16.8B | 50 | 26 |
| Jan 2015 | $17.1B | $326.7M | $16.8B | 50 | 26 |
| Feb 2014 | $17.6B | $215.5M | $17.4B | 35 | 26 |
| Jan 2013 | $16.8B | $374.2M | $16.4B | 30 | 26 |
| Mar 2012 | $16.2B | $320.3M | $15.9B | 11 | 26 |
| Oct 2010 | $10.7B | $157.7M | $10.5B | -- | -- |
| Mar 2009 | $7.7B | $173.9M | $7.5B | -- | -- |
| Mar 2007 | $6.3B | $5.7M | $6.3B | -- | -- |
| Feb 2006 | $6B | $5.7M | $6B | -- | -- |
| Mar 2002 | $3.2B | $0 | $3.2B | -- | -- |
DateMar 2025
Total AUM$68.9B
Discretionary$1.8B
Non-Disc.$67.1B
Employees23
Clients0
DateJul 2024
Total AUM$68.7B
Discretionary$1.5B
Non-Disc.$67.2B
Employees21
Clients0
DateMar 2024
Total AUM$68.7B
Discretionary$1.5B
Non-Disc.$67.2B
Employees21
Clients0
DateSep 2023
Total AUM$74.2B
Discretionary$2B
Non-Disc.$72.2B
Employees21
Clients0
DateMay 2023
Total AUM$74.2B
Discretionary$2B
Non-Disc.$72.2B
Employees21
Clients0
DateMar 2023
Total AUM$74.2B
Discretionary$2B
Non-Disc.$72.2B
Employees21
Clients0
DateMar 2022
Total AUM$68.3B
Discretionary$7B
Non-Disc.$61.4B
Employees14
Clients0
DateMar 2021
Total AUM$51B
Discretionary$5.9B
Non-Disc.$45B
Employees14
Clients0
DateAug 2020
Total AUM$27.2B
Discretionary$4.6B
Non-Disc.$22.5B
Employees9
Clients0
DateMay 2020
Total AUM$27.2B
Discretionary$4.6B
Non-Disc.$22.5B
Employees9
Clients0
DateMar 2020
Total AUM$27.2B
Discretionary$4.6B
Non-Disc.$22.5B
Employees9
Clients0
DateMar 2020
Total AUM$27.2B
Discretionary$4.6B
Non-Disc.$22.5B
Employees9
Clients0
DateFeb 2019
Total AUM$18.8B
Discretionary$1.6B
Non-Disc.$17.2B
Employees8
Clients0
DateFeb 2018
Total AUM$20.1B
Discretionary$1.5B
Non-Disc.$18.6B
Employees55
Clients95
DateJun 2017
Total AUM$18.8B
Discretionary$600.6M
Non-Disc.$18.2B
Employees50
Clients26
DateJan 2017
Total AUM$18.8B
Discretionary$600.6M
Non-Disc.$18.2B
Employees50
Clients26
DateJan 2016
Total AUM$18.3B
Discretionary$248.2M
Non-Disc.$18B
Employees50
Clients26
DateDec 2015
Total AUM$17.1B
Discretionary$326.7M
Non-Disc.$16.8B
Employees50
Clients26
DateJan 2015
Total AUM$17.1B
Discretionary$326.7M
Non-Disc.$16.8B
Employees50
Clients26
DateFeb 2014
Total AUM$17.6B
Discretionary$215.5M
Non-Disc.$17.4B
Employees35
Clients26
DateJan 2013
Total AUM$16.8B
Discretionary$374.2M
Non-Disc.$16.4B
Employees30
Clients26
DateMar 2012
Total AUM$16.2B
Discretionary$320.3M
Non-Disc.$15.9B
Employees11
Clients26
DateOct 2010
Total AUM$10.7B
Discretionary$157.7M
Non-Disc.$10.5B
Employees--
Clients--
DateMar 2009
Total AUM$7.7B
Discretionary$173.9M
Non-Disc.$7.5B
Employees--
Clients--
DateMar 2007
Total AUM$6.3B
Discretionary$5.7M
Non-Disc.$6.3B
Employees--
Clients--
DateFeb 2006
Total AUM$6B
Discretionary$5.7M
Non-Disc.$6B
Employees--
Clients--
DateMar 2002
Total AUM$3.2B
Discretionary$0
Non-Disc.$3.2B
Employees--
Clients--