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).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $638,910
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Alm Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jeffery G. Rollert
CRD#: 1200053
155 N. Lake Avenue, Suite 800, Pasadena, CA 91101
93
Wealthminder
score

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.

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