RIA Intelligence

FIRST ALLIANCE ASSET MANAGEMENT INC

CRD #109107 SEC #801-55426 DAYTON, OH 937-643-4400
SEC Registered
Total AUM
$274.6M
Discretionary
$274.6M
Employees
10
Clients
10
Accounts
1,988

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 20, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LIBERTI, DANIEL, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
LIBERTI, DANIEL, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
LIBERTI, DANIEL, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
RYAN, LAWRENCE, PATRICKICHIEF FINANCIAL OFFICERNA Control
KATZ, EDWIN, LEEIPRINCIPALD Control
KATZ, EDWIN, LEEIPRINCIPALD Control
KATZ, EDWIN, LEEIPRINCIPALD Control
KATZ, EDWIN, LEEIPRINCIPALD Control
KATZ, EDWIN, LEEIPRINCIPALD Control
KATZ, EDWIN, LEEIPRINCIPALD Control
KATZ, EDWIN, LEEIPRINCIPALD Control
KATZ, STANLEY, JAMESIPRINCIPALD Control
KATZ, STANLEY, JAMESIPRINCIPALD Control
KATZ, STANLEY, JAMESIPRINCIPALD Control
KATZ, STANLEY, JAMESIPRINCIPALD Control
KATZ, STANLEY, JAMESIPRINCIPALD Control
KATZ, STANLEY, JAMESIPRINCIPALD Control
KATZ, STANLEY, JAMESIPRINCIPALD Control

Registrations

Federal

IA
Sep 20, 2005 REGISTERED

Notice Filings (17)

CA FL GA IA IL IN LA MD NC NE NY OH PA RI TN TX VA

Address

3131 SOUTH DIXIE DRIVE
SUITE 606
DAYTON, OH 45439
USA
Phone: 937-643-4400