18101 Von Karman Ave
Suite 700
Irvine, California 92612-1051
Tel: 949-476-0300
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 106075 |
SEC# | 801-35973 |
Assets Managed by Firm | $5,249,948,140 |
No. of Clients | 4065 |
No. of Advisors | 67 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 4065 | $5,249,948,140 |
Individuals (other than high net worth individuals) | 574 | $286,686,297 |
High net worth individuals | 762 | $3,574,702,218 |
Charitable organizations | 35 | $310,606,395 |
Corporations or other businesses | 65 | $309,439,903 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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