“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”). ALM First considers client information and data confidential. Our clients’ privacy is important to us. ALM First is providing this website privacy policy (the “Policy”) to help you understand the personal information that we collect, use, and disclose (“process”) in connection with your use of this website, which can be found at https://www.almfirst.com/ (the “Site”), and your rights with respect to that information.

While information and data are fundamental to our ability to provide a variety of ALM services, we fully recognize the importance of keeping the information secure. This information may include financial data, personal data, and other documents provided by our clients. ALM First recognizes that certain information provided is non-public, confidential, and proprietary in nature.

This Policy applies only to personal information processed in connection with this website. It does not apply to personal information ALM First Financial Advisors collects or otherwise processes via other means to provide investment advisory services to our clients. That processing is subject to a separate privacy notice provided at or before the point of collection.

The Site includes links to other websites controlled by unaffiliated entities. Please note that information you provide to these other entities is subject to those entities’ respective privacy policies, over which we have no control.

Categories and Sources of Personal Information We Collect

We collect the following categories of personal information about you:

  • Identifiers, such as name, address, email address, and telephone number.
  • Internet and electronic network activity, such as your IP address, device identifiers, the type of computer, operating system, and Internet browser that you use to access the Site, and your engagement behavior, such as buttons or links you click on the Site or information you type or enter into forms on the Site.

These categories of personal information come from the following sources:

  • Information you provide via the Site or in your communications over the Site.
  • Information automatically collected by cookies, web beacons, and other tracking technologies when you interact with the Site.

Categories of Entities To Whom We May Disclose Personal Information

We may disclose the above categories of personal information about you to the following types of entities for a business purpose:

  • Service providers that maintain our client database or help create, host, maintain, and analyze traffic to the Site.
  • Regulatory authorities or law enforcement as may be requested or required by law.

ALM First does not sell your personal information; ALM First shares the categories of personal information identified above as necessary to operate and enhance the Site and improve your experience, to contact and communicate with you in response to your inquiry, or as permitted or required by applicable law.


ALM First protects your information from unauthorized access, using established and exacting standards. Confidential and proprietary information will be kept confidential and shall not be disclosed by ALM First in any manner, in whole or in part, and shall not be used for any purposes other than providing agreed upon services.

ALM First educates employees and contractors with network access on the importance of maintaining confidentiality of information and will not accept data from clients that includes non-public personal information such as social security numbers, names and address, account numbers, etc. of the client’s depositors or loan recipients.

ALM First reveals confidential information only to those employees who need to know the information. Access is restricted to those employees who provide products and services for our clients. Background checks are conducted on all employees and agents with access to any information. Physical, electronic and procedural safeguards are maintained that comply with federal standards and leading industry practices to safeguard client nonpublic information.

ALM First protects to the extent possible, any unauthorized intrusion including firewalls, client/employee identity authentication, and secured physical storage.

ALM First Systems Administration authorizes users and establishes IDs and strong passwords such that only these authorized users can access ALM systems and applications. Antiviral and protection software are utilized and kept updated to ensure protection of emails, data and files utilized in the course of business.

ALM First requires that computers on the network are logged off at the end of business each day and screen savers and locking devices are used by employees during business hours.

ALM First uses digital ID certification that allows the implantation of the Secure Sockets Layer (SSL) protocol, the standard technology for secure communications. Uploading and downloading of information is only allowed in this SSL level protected environment.


By using ALM First’s website with your browser settings adjusted to accept cookies you consent to our use of cookies. We do not use cookies to store any personal information that could be read or understood by others. We employ cookies in order to improve site security by authenticating you when you login, keep track of your specified preferences such as language and time zone, and allow you to navigate our website more easily by remembering your identity so that you do not have to input your password multiple times as you move between pages. If you would like to modify your browser to notify you when you receive a new cookie or to disable cookies altogether, you may do so and continue interacting with our website; however, you may experience reduced functionality. To learn more about what cookies are set on your computer as you browse the Web and how to manage or delete them, visit www.allaboutcookies.org.

Site Analytics

We use Google Analytics, a web analytics service provided by Google, Inc. (“Google”). Google Analytics uses cookies to help us analyze how users use the Site and enhance your experience when you use the Site. For more information on how Google uses this data, go to www.google.com/policies/privacy/partners/.

Your Choices

It is important that the information we have about you is complete, up to date and accurate. Please contact us using the information provided below if you would like to correct or update your information or, where permitted by law, request access to your information.

Rights for California Residents

To the extent provided for by law and subject to applicable exceptions and exemptions, California residents have the following rights in relation to the personal information we collect:

  • The right to know what personal information we have collected and how we have used and disclosed that personal information;
  • The right to request deletion of your personal information;
  • The right to opt out of the sale of your personal information (please note that we do not sell your personal information); and
  • The right to be free from discrimination relating to the exercise of any of your privacy rights.

Exercising Your Rights: California residents can exercise the above privacy rights by contacting Jimmy Wu at 1-800-752-4628, extension 9, or by sending an email to privacy@almfirst.com.

Verification: In order to protect your personal information from unauthorized access or deletion, we may ask you to provide additional personal information for verification. If properly verified, ALM First will deliver the requested information in a portable and readily useable format, to the extent feasible. If we cannot verify your identity, we will not provide or delete your personal information.

Authorized Agents: You may submit a request to know or a request to delete your personal information through an authorized agent. If you do so, the agent must present signed written permission to act on your behalf and you may also be required to independently verify your identity with us.

Children’s Information

This Site is not intended for children under the age of 16. We do not knowingly collect personal information from any person under the age of 16. If you believe we have collected personal information from a child who is under 16 years old, please let us know and we will delete it.

Changes to This Privacy Policy

Any changes we may make to this Policy will be posted on this page, unless otherwise required by applicable law. Please check back frequently to see any updates or modifications.

Contact Us

If you have questions about this Policy or need to access this Policy in a different format, please contact us at:

Address:ALM First Group, LLC
3800 Maple Ave, Suite 600
Dallas, Texas 75219

Effective Date: November 29, 2023

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