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First Allied Holdings

First Allied Holdings
ADVISORY SERVICE
1994 FOUNDED
800 EMPLOYEES
1 SERVICED COMPANIES
1 SERVICED DEALS
3 SERVICED INVESTORS
Description

Founded in 1994, First Allied Holdings is a financial advisory firm based in San Diego, California. The firm provides services such as advisory solutions, business growth, wealth management, asset management, business acquisition, retirement services, business consulting, insurance services and succession planning.

Year Founded
1994
Service Provider Type
Financing Advisory
Primary Office
  • 655 West Broadway
  • 12th Floor
  • San Diego, CA 92101
  • United States

+1 (800) 000-0000

First Allied Holdings Services to Companies

Service on a Deal (1)

Company Name Service Provided Deal Date Deal Type Deal Amount
Brunswick Technologies Advisor: General Feb 1997 00000 0000000
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First Allied Holdings Services to Investors

Service on a Deal — Buy Side (2)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Bloomfield Hills Financial Advisor: General Oct 2016 00000 0000000
000000000 00000000 Advisor: General Oct 2016 00000 0000000
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First Allied Holdings Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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First Allied Holdings Subsidiaries (2)

Company Name Industry Location Founded
PCG Pension Consulting Group Consulting Services (B2B) Aptos, CA 1983
0000000 00000000 0 Insurance Brokers Chicago, IL 0000
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First Allied Holdings Team (77)

Name Title Deals Office Contact
Info
Mimi Bock President San Diego, CA
Shannon Condra Senior Managing Director, Advisor Relations San Diego, CA
Matthew Bassuk Senior Managing Director, Business Development San Diego, CA
Liza Marquardt Managing Director, Fixed Income Trading San Diego, CA
Summer Arnold Managing Director, Operations San Diego, CA

47 Former Team Members

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