Apriem Advisors

Apriem Advisors (CRD# 108188) is a financial advisory firm headquartered in Irvine, CA. They manage $1,007,886,557 in 2,340 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,008
    MILLION
  • Total Number of Accounts
    2,340
    ACCOUNTS
  • Average Account Value
    $430,721
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, HI, ID, MD, NH, NV, OR, PA, TX, WA

Financial Advisors at Apriem Advisors
Showing 1 - 10 of 12 top financial advisors.
1
Rhonda L. Ducote
CRD#: 2596569
19200 Von Karman Avenue, Suite 1050, Irvine, CA 92612

Rhonda Ducote (CRD# 2596569) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 25 years of experience in the finance industry.

2
Joshua J. Garland
CRD#: 7055218
19200 Von Karman Avenue, Suite 1050, Irvine, CA 92612

Joshua Garland (CRD# 7055218) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 2 years of experience in the finance industry.

3
Mark K. Iwamoto
CRD#: 1503317
19200 Von Karman Avenue, Suite 1050, Irvine, CA 92612

Mark Iwamoto (CRD# 1503317) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 33 years of experience in the finance industry.

4
Harmon A. Kong
CRD#: 1912783
19200 Von Karman Avenue, Suite 1050, Irvine, CA 92612

Harmon Kong (CRD# 1912783) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 32 years of experience in the finance industry. Harmon Kong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Benjamin C. Lau
CRD#: 3171887
19200 Von Karman Avenue, Suite 1050, Irvine, CA 92612

Benjamin Lau (CRD# 3171887) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 23 years of experience in the finance industry.

6
Jennifer N. Olson
CRD#: 5356979
19200 Von Karman Avenue, Suite 1050, Irvine, CA 92612

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. Jennifer Olson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Christopher A. Whitaker
CRD#: 6620402
19200 Von Karman Avenue, Suite 1050, Irvine, CA 92612

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. Christopher Whitaker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Landon M. Yoshida
CRD#: 4437118
19200 Von Karman Avenue, Suite 1050, Irvine, CA 92612

Landon Yoshida (CRD# 4437118) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 17 years of experience in the finance industry.

9
Sunni D. Allen
CRD#: 6621073
19200 Von Karman Avenue, Suite 1050, Irvine, CA 92612

Sunni Allen (CRD# 6621073) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 6 years of experience in the finance industry.

10
Andrew M. Ochoa
CRD#: 7485216
19200 Von Karman Avenue, Suite 1050, Irvine, CA 92612

Andrew Ochoa (CRD# 7485216) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has 1 year of experience in the finance industry.

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