Contractor
Alm First Financial Advisors LLC
7 customers • 19 returns • Latest tax year 2024 • Dallas, TX
Investment ManagementInvest./fin'l SvcsAsset Liability ManagementFinancial ServicesFinancial AdvisorsConsulting Services
Customers
7
Returns
19
Total Compensation
$6,090,231
Customers
| Organization | EIN | Returns | Latest Year | Services | Compensation |
|---|---|---|---|---|---|
| Pennsylvania State Employees Credit Union | 23-0961140 | 3 | 2024 | Invest./fin'l Svcs | $1,981,839 |
| Wright-Patt Credit Union Inc | 31-0278870 | 2 | 2023 | Financial Services | $1,121,617 |
| Space Coast Credit Union | 59-0746906 | 4 | 2022 | Investment Management | $1,028,349 |
| Valleystar Credit Union | 54-6040482 | 3 | 2024 | Asset Liability Management | $656,713 |
| Bayport Credit Union | 54-0314180 | 3 | 2022 | Investment Management | $562,048 |
| Georgia'S Own Credit Union | 58-0147128 | 2 | 2015 | Consulting Services | $439,992 |
| Premierone Credit Union | 94-1696676 | 2 | 2022 | Financial Advisors | $299,673 |
Returns
| Tax Year | Organization | Type | Services | Location | Compensation | Return |
|---|---|---|---|---|---|---|
| 2024 | Pennsylvania State Employees Credit Union | 990 | Invest./fin'l Svcs | 3800 MAPLE AVE SUITE 600, Dallas, TX 75219 | $685,653 | View return |
| 2024 | Valleystar Credit Union | 990 | Asset Liability Management | 2911 TURTLE CREEK BLVD SUITE 500, Dallas, TX 75219 | $284,633 | View return |
| 2023 | Pennsylvania State Employees Credit Union | 990 | Invest./fin'l Svcs | 3800 MAPLE AVE SUITE 600, Dallas, TX 75219 | $667,337 | View return |
| 2023 | Wright-Patt Credit Union Inc | 990 | Financial Services | 2911 TURTLE CREEK BLVD, Dallas, TX 75219 | $540,115 | View return |
| 2023 | Valleystar Credit Union | 990 | Asset Liability Management | 2911 TURTLE CREEK BLVD SUITE 500, Dallas, TX 75219 | $241,950 | View return |
| 2022 | Pennsylvania State Employees Credit Union | 990 | Invest./fin'l Svcs | 3800 MAPLE AVE SUITE 600, Dallas, TX 75219 | $628,849 | View return |
| 2022 | Wright-Patt Credit Union Inc | 990 | Financial Services | 2911 TURTLE CREEK BLVD SUITE 500, Dallas, TX 75219 | $581,502 | View return |
| 2022 | Space Coast Credit Union | 990 | Investment Management | 3800 MAPLE AVE SUITE 600, Dallas, TX 75219 | $295,150 | View return |
| 2022 | Bayport Credit Union | 990 | Investment Management | 3800 MAPLE AVE, Dallas, TX 75219 | $216,749 | View return |
| 2022 | Valleystar Credit Union | 990 | Asset Liability Management | 2911 TURTLE CREEK BLVD SUITE 500, Dallas, TX 75219 | $130,130 | View return |
| 2022 | Premierone Credit Union | 990 | Financial Advisors | 3800 MAPLE AVE SUITE 600, Dallas, TX 75219 | $121,598 | View return |
| 2021 | Space Coast Credit Union | 990 | Investment Management | 3800 MAPLE AVE SUITE 600, Dallas, TX 75219 | $332,125 | View return |
| 2021 | Bayport Credit Union | 990 | Investment Management | 3800 MAPLE AVE, Dallas, TX 75219 | $181,970 | View return |
| 2021 | Premierone Credit Union | 990 | Financial Advisors | 3800 MAPLE AVE SUITE 600, Dallas, TX 75219 | $178,075 | View return |
| 2020 | Space Coast Credit Union | 990 | Investment Management | 3800 MAPLE AVE SUITE 600, Dallas, TX 75219 | $217,875 | View return |
| 2020 | Bayport Credit Union | 990 | Investment Management | 3800 MAPLE AVE, Dallas, TX 75219 | $163,329 | View return |
| 2019 | Space Coast Credit Union | 990 | Investment Management | 3800 MAPLE AVE SUITE 600, Dallas, TX 75219 | $183,199 | View return |
| 2015 | Georgia'S Own Credit Union | 990 | Consulting Services | 2911 TURTLE CREEK BLVD STE 500, Dallas, TX 75219 | $238,329 | View return |
| 2014 | Georgia'S Own Credit Union | 990 | Consulting Services | 2911 TURTLE CREEK BLVD STE 500, Dallas, TX 75219 | $201,663 | View return |