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ALM First moves to expanded headquarters, just ahead of firm’s 25th anniversary

ALM First is pleased to announce that due to continued growth and expansion, the firm will be moving to a new headquarters location at the end of this week. The new headquarters, 3800 Maple Avenue, Suite 600, Dallas, TX 75219, will provide much-needed space and foster ALM First’s entrepreneurial atmosphere which encourages new ideas, open engagement, creativity and positivity to benefit its clients.

ALM First’s current office location will close on Friday, November 22nd at 3 p.m. as the moving process begins. The firm will re-open in its new location on Monday, November 25th at 8 a.m. ALM First’s website, email, and phone numbers will remain the same for their clients’ convenience.

“We’re proud of the growth we’ve achieved by always putting our clients’ best interests first,” said Emily Hollis, CFA and CEO of ALM First. “It’s an exciting time to move into our new headquarters just as we prepare to celebrate the firm’s 25th anniversary in 2020. We are so grateful for our clients’ support and the opportunity to be their trusted financial partner for years to come.”

To learn more about the upcoming move or the solutions ALM First provides, contact info@almfirst.com or 214.987.0860.

ALM First

ALM First was founded in 1995 as a strategic partner for depositories, offering an array of financial advisory services. The firm’s expertise in asset liability management, investment management, balance sheet strategy, secondary market solutions, and specialty financial services, has allowed it to deliver deeper insights into financial institutions’ balance sheets, strengthening their performance and building efficiencies. With approximately $70 billion of investments under management (as of September 30, 2024), ALM First Financial Advisors is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 300 financial institutions across the country. In recent years, ALM First Group has expanded to include several wholly-owned subsidiaries including DDJ Myers, an ALM First Company and ALM First Executive Benefits, LLC. Driven by client needs, the firm now offers various services to help financial institutions optimize their greatest assets – their people. “ALM First” is a brand name for a financial services business conducted by ALM First Group, LLC (“ALM First”) through its wholly owned subsidiaries: ALM First Financial Advisors, LLC (“ALM First Financial Advisors”); ALM First Advisors, LLC (“ALM First Advisors”); ALM First Analytics, LLC (“ALM First Analytics”) and ALM First Executive Benefits, LLC (“ALM First Executive Benefits”). Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser. Access to ALM First Financial Advisors is only available to clients pursuant to an Investment Advisory Agreement and acceptance of ALM First Financial Advisors’ Brochure.

Contact

Sharon Simpson,
(240) 620-4095
sgsimpsonconsulting@mac.com

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