First Foundation Advisors
First Foundation Advisors (CRD# 106075) is a financial advisory firm headquartered in Irvine, CA. They manage $4,985,277,444 in 4,177 accounts and serve the financial needs of clients across 32 states (or territories).
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Total Assets Under Management4,985MILLION
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Total Number of Accounts4,177ACCOUNTS
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Average Account Value$1,193,507
- 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
Neil Amor (CRD# 1746699) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has over 26 years of experience in the finance industry.
Mark Arblaster (CRD# 1622114) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has 1 year of experience in the finance industry.
Jennifer Cagle (CRD# 2718221) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has 1 year of experience in the finance industry.
Andrew Chan (CRD# 6482979) is an Investment Advisor Representative working at First Foundation Advisors in Los Angeles, CA and has over 8 years of experience in the finance industry.
Brett Dulyea (CRD# 3095155) is an Investment Advisor Representative working at First Foundation Advisors in Los Angeles, CA and has over 25 years of experience in the finance industry.
Jeffrey Eisfelder (CRD# 2860100) is an Investment Advisor Representative working at First Foundation Advisors in Jonesborough, TN and has over 27 years of experience in the finance industry.
Jonathan Endo (CRD# 4893772) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has over 19 years of experience in the finance industry.
Daniel Fan (CRD# 4456977) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has over 15 years of experience in the finance industry.
James Garrison (CRD# 6458654) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has 1 year of experience in the finance industry.
John Hakopian (CRD# 2159595) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has 1 year of experience in the finance industry.