First Foundation Advisors

Trust Score 95%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.


First Foundation Advisors, federally registered in 1990, is a Registered Investment Advisor (RIA) in 27 state(s) with a licensed staff of 30 advisors. First Foundation Advisors manages $3.9 billion and provides investment advisory services for 1,354 clients (1:46 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $2,905,981
Hybrid Advisor No
Disciplinary History No
Total AUM $3.9 billion
Advisor / Client Ratio 1:46
Headquarters Irvine, CA
SEC Filings Forms and Brochures    (CRD # 106075)
State(s) Registered AL, AK, AZ, CA, CO, CT, FL, GA, HI, ID, LA, MD, MA, MN, MO, NE, NV, NH, NM, NY, NC, OR, PA, TN, TX, UT, WA

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