FIRST ALLIED ASSET Overview

First Allied Asset Management Inc. is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 15 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/08 to 03/31/15. The fund's latest filing disclosed 712MM in positions, representing 67% of the manager's regulatory AUM.

FIRST ALLIED ASSET StockAlpha

-2.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

FIRST ALLIED ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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FIRST ALLIED ASSET Founders and Key Employees

Name Title In Position Since
Jeffrey J. Mindlin Senior Managing Director And Chief Portfolio Strategist June-2012
Luanne M. Borowski Chief Compliance Officer February-2007
Janice M. Doza Chief Financial Officer March-2011
Craig E. Columbus President June-2012
Lon Gerber Chief Operating Officer June-2012

FIRST ALLIED ASSET Brokers, Custodians, Auditors and Administrators

Type Company

FIRST ALLIED ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Types of Risk
Various types of risk are involved when investing in securities. Economic risk, market risk, currency risk, inflation risk, interest-rate risk, liquidity risk, and credit risk are examples of the types of risks your account may be subject to. If you are invested in one of our strategies, there is also the risk that your account value will decrease because of the investment decisions that we make. It is possible that our investment decisions will cause our strategies to underperform other investment strategies or the markets as a whole.

Assessing Risk
While some types of risk can be mitigated by investment strategies, many of these risks cannot be eliminated completely. Your IAR will work with you to make sure that you are comfortable with the risks associated with the type of investments that are in your account. It is important to make sure that you understand these risks.

For accou...
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FIRST ALLIED ASSET Portfolio Concentration

FIRST ALLIED ASSET Location

655 W. BROADWAY
12TH FLOOR
SAN DIEGO, California
UNITED STATES, 92101

FIRST ALLIED ASSET Contact Information

Phone Number: 866-299-4864
Fax Number: 619-881-1937
Website:

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Disclaimer

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