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).
Total Assets Under Management1,008MILLION
Total Number of Accounts2,340ACCOUNTS
Average Account Value$430,721
- 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
AZ, CA, CO, FL, HI, ID, MD, NH, NV, OR, PA, TX, WA
Josealfredo Rendon (CRD# 7442292) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has 1 year of experience in the finance industry.
Megan Schwab (CRD# 7478103) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has 1 year of experience in the finance industry. Megan Schwab 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.