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).

By the Numbers
  • Total Assets Under Management
    4,985
    MILLION
  • Total Number of Accounts
    4,177
    ACCOUNTS
  • Average Account Value
    $1,193,507
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at First Foundation Advisors
Showing 1 - 10 of 34 top financial advisors.
1
Neil C. Amor
CRD#: 1746699
18101 Von Karman Avenue, Ste 700, Irvine, CA 92612

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.

2
Mark D. Arblaster
CRD#: 1622114
18101 Von Karman Avenue, Ste 700, Irvine, CA 92612

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.

3
Jennifer K. Cagle
CRD#: 2718221
18101 Von Karman Avenue, Ste 700, Irvine, CA 92612

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.

4
Andrew H. Chan
CRD#: 6482979
10850 Wilshire Blvd., Ste 100, Los Angeles, CA 90024

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.

5
Brett H. Dulyea
CRD#: 3095155
10850 Wilshire Boulevard, Suite 100, Los Angeles, CA 90024

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.

6
Jeffrey N. Eisfelder
CRD#: 2860100
Jonesborough, TN

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.

7
Jonathan T. Endo
CRD#: 4893772
18101 Von Karman Avenue, Suite 700, Irvine, CA 92612

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.

8
Daniel C. Fan
CRD#: 4456977
18101 Von Karman Avenue, Suite 700, Irvine, CA 92612

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.

9
James R. Garrison
CRD#: 6458654
18101 Von Karman Avenue, Suite 700, Irvine, CA 92612

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.

10
John A. Hakopian
CRD#: 2159595
18101 Von Karman Ave, Suite 700, Irvine, CA 92612

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.

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