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Alm Advisors, Inc. (Pasadena)


Alm Advisors, Inc. is an adviser based in Pasadena. It manages $54.63 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Alm Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Alm Advisors: assets under management

The assets under management (AUM) of Alm Advisors, Inc. is $54.63 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -76% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $54.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.38 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Alm Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Pasadena

The principal office where Alm Advisors, Inc. performs its advisory services is located at 251 S. Lake Avenue, Pasadena, CA 91101 The mailing address of the firm is P.O. Box 1109, South Pasadena, CA 91031 1109. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 626-432-5600 or by fax 626-432-5603. The normal business hours are 7:00am-4:00pm on Monday - Friday.


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