Alm Advisors, Inc.
Alm Advisors, Inc. (CRD# 112350) is a financial advisory firm headquartered in Pasadena, CA. They manage $16,144,490 in 41 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts41ACCOUNTS
Average Account Value$393,768
- 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 34 years of experience in the finance industry.