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ALM First is a 159 Privately Held in the Financial Services industry, founded 1995, headquartered in Dallas, Texas 75219, US.
The team focuses on Balance Sheet Consulting, Asset Liability Management, Fixed Income Asset Management, Prefunded Employee Benefits, Hedging with Derivatives, among other areas.
ALM First operates as a strategic partner within the financial services industry, headquartered in Dallas, Texas. The organization functions as an SEC-registered investment advisor, managing approximately $70 billion in assets under management. Acting as an unbiased third party, the firm provides commission-free, fee-based investment advisory services to a network of more than 400 banks and credit unions throughout the United States.
The business operates through ALM First Group, LLC and its wholly owned subsidiaries, including ALM First Financial Advisors, ALM First Advisors, ALM First Analytics, and ALM Executive Benefits. ALM First Financial Advisors holds a fiduciary duty to prioritize client interests above its own. Access to these specific advisory services is granted exclusively to clients who execute an Investment Advisory Agreement and review the required Client Relationship Summary and Form ADV documents available on the company website.
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