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 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 Status	Approved
Firm CRD#	106075
SEC#	801-35973
Assets Managed by Firm	$5,249,948,140
No. of Clients	4065
No. of Advisors	67

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 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

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