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FIRST FOUNDATION ADVISORS

18101 Von Karman Ave
Suite 700
Irvine, California 92612-1051
Tel: 949-476-0300

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About FIRST FOUNDATION ADVISORS

FIRST FOUNDATION ADVISORS, formally registered with the SEC as FIRST FOUNDATION ADVISORS. The firm was established in 02/28/1990. They have over 11 offices throughout the country.

FIRST FOUNDATION ADVISORS is a Irvine, California based Financial Planning firm with nearly $5,249,948,140 assets under management, offering retirement planning & investment advisory services to 4065 clients. The firm is staffed with 67 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106075
SEC#801-35973
Assets Managed by Firm$5,249,948,140
No. of Clients4065
No. of Advisors67

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total4065$5,249,948,140
Individuals (other than high net worth individuals)574$286,686,297
High net worth individuals762$3,574,702,218
Charitable organizations35$310,606,395
Corporations or other businesses65$309,439,903

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