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FIRST FOUNDATION ADVISORS
CRD 106075 · SEC 801-35973
18101 VON KARMAN AVE, SUITE 700, IRVINE, CA, 92612-1051, United States
Phone
949-476-0300
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.06B
Discretionary AUM
$4.98B
Team
53 total employees; 25 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 430 | $234.7M |
| High net worth individuals | 623 | $3.50B |
| Banking/thrift institutions | 157 | $483.3M |
| Investment companies | 1 | $143.7M |
| Charitable organizations | 30 | $314.8M |
| Corporations/business entities | 57 | $345.0M |
States served
AL, AK, AZ, CA, CO, DC, GA, ID, IL, KS, LA, MD, MA, MN, NE, NV, NJ, NM, NY, NC, OR, PA, SC, TN, UT, VA, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD