APRIEM ADVISORS

19200 Von Karman Avenue
Suite 1050
Irvine, California 92612
Tel: (949) 253-8888

About APRIEM ADVISORS

APRIEM ADVISORS, formally registered with the SEC as APRIEM ADVISORS. The firm was established in 03/20/1998. They have over 4 offices throughout the country.

APRIEM ADVISORS is a Irvine, California based Financial Planning firm with nearly $1,049,674,469 assets under management, offering retirement planning & investment advisory services to 2467 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108188
SEC#	801-55371
Assets Managed by Firm	$1,049,674,469
No. of Clients	2467
No. of Advisors	16

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2467	$1,049,674,469
Individuals (other than high net worth individuals)	560	$223,446,432
High net worth individuals	286	$736,391,137
Pension and profit sharing plans	Fewer than 5 clients	$21,764,578
Charitable organizations	5	$68,072,322

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