FIRST ALLIED ADVISORY SERVICES, INC.

FIRST ALLIED ADVISORY SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.

Yes. As an SEC-registered investment advisor (CRD #137888), FIRST ALLIED ADVISORY SERVICES, INC. is subject to fiduciary duty under federal law.

FIRST ALLIED ADVISORY SERVICES, INC. is headquartered in SAN DIEGO, CA.

FIRST ALLIED ADVISORY SERVICES, INC. serves 3,742 high-net-worth clients according to their SEC filing dated October 24, 2018. View client details ↓

According to their SEC Form ADV, FIRST ALLIED ADVISORY SERVICES, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓

FIRST ALLIED ADVISORY SERVICES, INC. manages $5.8 billion in client assets according to their SEC filing dated October 24, 2018.

According to their SEC Form ADV, FIRST ALLIED ADVISORY SERVICES, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓