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First Foundation Advisors

EST. AUM
$5,063,713,129

CONTACTS
24

CLIENT ACCOUNTS
3,373

Firm Details

Metro area Los Angeles
CRD Number 106075
Website firstfoundationinc.com
Client types

Overview

$5.0 Billion in AUM First Foundation Advisors is entrusted with $5 billion in assets under management (as of 9/30/23) First Foundation, a financial institution since 1990, provides integrated investment management, wealth planning, consulting, trust, banking, and insurance services. The company is headquartered in Orange County, California with offices in California, Nevada, and Hawaii. Their goal is to offer clients a single source to handle all of their financial needs.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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