Managing Partner, CEO · ALM First Financial Advisors LLC
Emily M. Hollis
CRD 1401084 · Named on Form ADV at one SEC-registered adviser
At a glance
ALM First Financial Advisors LLC, an SEC-registered asset manager based in Dallas, TX with $76.2 billion in regulatory assets, lists Emily M. Hollis on its Form ADV as Managing Partner, CEO, a control person.
Firms and roles
- ALM First Financial Advisors LLCManaging Partner, CEOAsset manager · Dallas, TX · $76B in regulatory assets
AtlasMembers
Emily’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Michael E. EnsweilerPrincipal, ALM First Financial Advisors LLC
- John A. GrafDirector, ALM First Financial Advisors LLC
- Jason W. HaleyChief Investment Officer and President, ALM First Financial Advisors LLC
- Vikas M. KalraPlatform Director, ALM First Financial Advisors LLC
- Justin C. DauschChief Compliance Officer, ALM First Financial Advisors LLC
1 more person named with Emily on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Emily’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.