Apriem Advisors
Apriem Advisors (CRD# 108188) is a financial advisory firm headquartered in Irvine, CA. They manage $1,049,674,469 in 2,467 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management1,050MILLION
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Total Number of Accounts2,467ACCOUNTS
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Average Account Value$425,486
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, HI, ID, MD, NH, NV, OR, PA, TX, WA
Rhonda Ducote (CRD# 2596569) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 27 years of experience in the finance industry.
Joshua Garland (CRD# 7055218) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 4 years of experience in the finance industry.
Mark Iwamoto (CRD# 1503317) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 35 years of experience in the finance industry.
Harmon Kong (CRD# 1912783) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 34 years of experience in the finance industry.
Benjamin Lau (CRD# 3171887) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 24 years of experience in the finance industry.
Jennifer Olson (CRD# 5356979) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has 1 year of experience in the finance industry.
Christopher Whitaker (CRD# 6620402) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has 1 year of experience in the finance industry.
Landon Yoshida (CRD# 4437118) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 19 years of experience in the finance industry.
Sunni Allen (CRD# 6621073) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 8 years of experience in the finance industry.
Cole Ducote (CRD# 6804713) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has 1 year of experience in the finance industry.