First Foundation Advisors
First Foundation Advisors (CRD# 106075) is a financial advisory firm headquartered in Irvine, CA. They manage $5,249,948,140 in 4,065 accounts and serve the financial needs of clients across 32 states (or territories).
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Total Assets Under Management5,250MILLION
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Total Number of Accounts4,065ACCOUNTS
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Average Account Value$1,291,500
- 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
Ulrich Keller (CRD# 1127298) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has over 28 years of experience in the finance industry.
Joyce Lee (CRD# 6149798) is an Investment Advisor Representative working at First Foundation Advisors in Los Angeles, CA and has over 11 years of experience in the finance industry.
Hess Lindsey (CRD# 6571567) is an Investment Advisor Representative working at First Foundation Advisors in Pasadena, CA and has 1 year of experience in the finance industry.
Andrea Matolo (CRD# 5178888) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has over 17 years of experience in the finance industry.
Paul Miller (CRD# 2528930) is an Investment Advisor Representative working at First Foundation Advisors in Los Angeles, CA and has over 29 years of experience in the finance industry.
Michelle Nguyen (CRD# 5445578) is an Investment Advisor Representative working at First Foundation Advisors in Los Angeles, CA and has over 16 years of experience in the finance industry.
Roger Palley (CRD# 355497) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has over 33 years of experience in the finance industry.
Joseph Raszewski (CRD# 6734784) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has over 7 years of experience in the finance industry.
Eric Speron (CRD# 4586385) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has over 21 years of experience in the finance industry.
Jack Stemper (CRD# 2706084) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has over 28 years of experience in the finance industry.