The FIRST FOUNDATION ADVISORS is a publicly held investment adviser that advises $5.02Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. FIRST FOUNDATION ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 1.82% over the last 5-years.
The Group has been registered with the SEC for 36.44 years and is comprised of 1 filing and 0 relying advisers. They operate out of 11 office locations with their Headquarters at 18101 VON KARMAN AVE SUITE 700, IRVINE, CALIFORNIA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 57 employees comprised of 28 investment and 29 non-investment staff. The total number of Employees decreased by 9.52% over the last 5-years.
Their $5.02Bn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 244 other accounts. Assets of High Net Worth Individuals clients own $3.5Bn or 69.67% of Total Assets and Banking of Thrift Institutions own $483.26mn or 9.63% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Banking of Thrift Institutions.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
FIRST FOUNDATION ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.