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Building 2APRIEM ADVISORS

Map pinIRVINE, CA
Phone(949) 253-8888
NotebookSEC #801-55371
Total AUM
$1.5B
Employees
17
Clients
1,073

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
19200 VON KARMAN AVENUE
SUITE 1050
IRVINE
CA 92612
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(949) 253-8888
Other Offices
2

ReceiptFinancials

Total AUM
$1.5B
Accounts
2,880
Discretionary
$1.5B
Accounts
2,877
Non-Discretionary
$22.9M
Accounts
3

ContactClients

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Individual Clients
716
AUM
$320.7M
HNW Individual Clients
346
AUM
$1B
Pension/Profit Sharing Plan Clients
1
AUM
$26M
Charitable Organization Clients
9
AUM
$88.3M
Corporation or Business Clients
1
AUM
$5.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLHIIDMAMDNHNVNYORPATXWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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