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
William Pierrepont (CRD# 7631585) is an Investment Advisor Representative working at First Foundation Advisors in Los Angeles, CA and has 1 year of experience in the finance industry.
Rachel Ribeiro (CRD# 5526718) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has over 15 years of experience in the finance industry.
Ricardo Ribeiro (CRD# 7286139) is an Investment Advisor Representative working at First Foundation Advisors in Los Angeles, CA and has over 3 years of experience in the finance industry.