First Foundation Advisors
First Foundation Advisors (CRD# 106075) is a financial advisory firm headquartered in Irvine, CA. They manage $5,249,948,140 in 4,065 accounts and serve the financial needs of clients across 32 states (or territories).
-
Total Assets Under Management5,250MILLION
-
Total Number of Accounts4,065ACCOUNTS
-
Average Account Value$1,291,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, LA, MA, MD, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA
Benjamin Thornhill (CRD# 1851892) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has over 30 years of experience in the finance industry.
Yuhsin Wang (CRD# 6320322) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has over 9 years of experience in the finance industry.
Stephen Wiechert (CRD# 6010493) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has over 12 years of experience in the finance industry.
Ara Abajian (CRD# 7532189) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has 1 year of experience in the finance industry.
Cody Columna (CRD# 7631202) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has 1 year of experience in the finance industry.
Nielsen Fields (CRD# 5154301) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has 1 year of experience in the finance industry.
Adrian Geiser (CRD# 4918836) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has over 19 years of experience in the finance industry.
Calvin Jones (CRD# 7225198) is an Investment Advisor Representative working at First Foundation Advisors in Honolulu, HI and has 1 year of experience in the finance industry.
Zane Keller (CRD# 7551104) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has 1 year of experience in the finance industry.
Ekaterina Nuce (CRD# 7403313) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has over 2 years of experience in the finance industry.