FIRST AMERICAN FINANCIAL ADVISORS INC.
  • FIRST AMERICAN FINANCIAL ADVISORS INC.

Adviser Profile

As of Date 11/16/2023
Registration status Terminated
ADV Location ALBUQUERQUE, NM, United States
Contact Info 505 xxxxxxx
Websites
AUM* 56,000,000 -63%
of that, discretionary 0
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
SMA’s Yes
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than high net worth individuals)
- State or municipal government entities

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

275M 236M 196M 157M 118M 79M 39M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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