FIRST FOUNDATION ADVISORS

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

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 18 offices throughout the country.

FIRST FOUNDATION ADVISORS is a Irvine, California based Financial Planning firm with nearly $4,985,277,444 assets under management, offering retirement planning & investment advisory services to 4177 clients. The firm is staffed with 69 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106075
SEC#	801-35973
Assets Managed by Firm	$4,985,277,444
No. of Clients	4177
No. of Advisors	69

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Performance Based

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Investment
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	4177	$4,985,277,444
Individuals (other than high net worth individuals)	627	$301,632,329
High net worth individuals	800	$3,274,988,057
Charitable organizations	37	$248,696,256
Corporations or other businesses	63	$351,736,412

Inquire with FIRST FOUNDATION ADVISORS

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