Sign in
Create a free account
FIRST FOUNDATION ADVISORS
IRVINE, CA
949-476-0300
SEC #801-35973Total AUM
$5.1B
Employees
53Clients
1,316Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
18101 VON KARMAN AVE
SUITE 700
IRVINE
CA 92612-1051
United States
SUITE 700
IRVINE
CA 92612-1051
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
949-476-0300
Other Offices
10
Financials
Total AUM
$5.1B
Accounts
3,373Discretionary
$5B
Accounts
3,347Non-Discretionary
$81.4M
Accounts
26
Clients
Individual Clients
430AUM
$234.7M
HNW Individual Clients
623AUM
$3.5B
Banking Clients
157AUM
$483.3M
Investment Company Clients
1AUM
$143.7M
Charitable Organization Clients
30AUM
$314.8M
Corporation or Business Clients
57AUM
$345M
Other Clients
18AUM
$47.1M
Description of Other Clients
UNASSIGNED CURRENTLY
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AKALAZCACOCTDCFLGAHIIDILKSLAMAMDMNMONCNENHNJNMNVNYORPASCTNTXUTVAWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.