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Building 2FIRST FOUNDATION ADVISORS, LLC

Map pinIRVINE, CA
Phone949-476-0300
NotebookSEC #801-66546
Total AUM
$170.7M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18101 VON KARMAN AVE STE 700
IRVINE
CA 92612-1051
United States
Operating Hours
7AM - 5PM
Monday - Friday
Phone
949-476-0300

ReceiptFinancials

Total AUM
$170.7M
Accounts
46
Discretionary
$134.1M
Accounts
45
Non-Discretionary
$36.6M
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHITX

HandshakeAffiliates

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

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