FIRST ALLIED ADVISORY SERVICES, INC.
SEC file number 801-66653
· SAN DIEGO, CA
https://firstalliedfinancialservices.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$7B
Discretionary AUM
$6.85B
Employees
564
Clients
456
Firm
- Address
- 655 W. BROADWAY
SAN DIEGO, CA 92101 - Phone
- —
- Website
- https://firstalliedfinancialservices.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
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- ALM First Absolute Return Fund, LLC Low name-match confidence · CIK 2126375 · TX
- ALM First Capital Fund I, LLC Low name-match confidence · CIK 2123095 · TX
- ALM First Enhanced Equity Fund, LLC Low name-match confidence · CIK 2126376 · TX
- American First Credit Union Low name-match confidence · CIK 2099259 · CA
- American First Liberty LLC Low name-match confidence · CIK 1957103 · CA
- AV AI First Fund 1, LLC Low name-match confidence · CIK 2074680 · MA
- AV AI First Fund 2, LLC Low name-match confidence · CIK 2108741 · MA
- BayFirst Financial Corp. Low name-match confidence · CIK 1649739 · FL
- Black Sands First Act Co Low name-match confidence · CIK 2032630 · DE
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ALM First Capital Fund I, LLC · D/A · Jul 13, 2026$218.5M
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BayFirst Financial Corp. · D · May 5, 2026$80M
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ALM First Enhanced Equity Fund, LLC · D · May 5, 2026
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ALM First Absolute Return Fund, LLC · D · May 5, 2026
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ALM First Capital Fund I, LLC · D · Apr 8, 2026$218.5M
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AGP First China, LLC · D · Apr 8, 2026
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AV AI First Fund 2, LLC · D · Feb 13, 2026
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American First Credit Union · D · Dec 29, 2025$25M
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11-21 E. First Street Bubble LLC · D · Nov 10, 2025$1.5M
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Accounting First Group, LLC · D · Aug 26, 2025
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AV AI First Fund 1, LLC · D · Jul 11, 2025
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American First Liberty LLC · D · Jun 26, 2025$200M
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AGP First China, LLC · D · Mar 17, 2025