Alm Advisors, Inc.
Alm Advisors, Inc. (CRD# 112350) is a financial advisory firm headquartered in Pasadena, CA. They manage $21,084,033 in 33 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management21MILLION
Total Number of Accounts33ACCOUNTS
Average Account Value$638,910
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jeffery Rollert (CRD# 1200053) is an Investment Advisor Representative working at Alm Advisors, Inc. in Pasadena, CA and has over 32 years of experience in the finance industry.