ALM First is a leading, trusted strategic partner for financial advisory services. With over $72 billion of investments under management, ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to more than 300 banks and credit unions across the country. Disclaimer: ALM First is not responsible for and does not encourage third parties to post responses to the educational content posted on LinkedIn.
View Top Employees from ALM First| Website | http://www.almfirst.com |
| Revenue | $16 million |
| Employees | 140 (140 on RocketReach) |
| Founded | 1995 |
| Address | 3800 Maple Avenue Suite 600, Dallas, Texas 75219, US |
| Phone | (800) 752-4628 |
| Fax | (469) 372-1316 |
| Technologies |
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| Category | Financial Services, Investment Banking, Consulting, Other Financial Services, Asset Liability Management, Finance, Investment & Balance Sheet Advisory, Risk Management, Merger Valuations, Hedging with Derivatives, ALM Validations, MSR Valuations |
| Web Rank | 9 Million |
| Keywords | alm first analytics, credit union profitability analysis standards, alm finanical advisor |
| Competitors | AAM - Insurance Investment Management, Balance Sheet Solutions, LLC, CU Capital Market Solutions, LLC, Condor Capital Wealth Management, Homrich Berg |
| SIC | 628, 62 |
| NAICS | 52, 52393, 523, 5239 |
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ALM First Questions
The ALM First annual revenue was $16 million in 2023.
Jason Haley is the Chief Investment Officer of ALM First.
140 people are employed at ALM First.
ALM First is based in Dallas, Texas.
The NAICS codes for ALM First are [52, 52393, 523, 5239].
The SIC codes for ALM First are [628, 62].
Top ALM First Employees
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Dan Jankelunas
Founder and Certified Financial Planner (CFP®) at ALM First
Florida, United States33 -
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