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First Foundation Advisors

● SEC registered since 1990CRD 106075SEC# 801-35973Irvine, CA
Export (members)
Reg. AUM
$5.45B
Employees
62
Accounts
3,945
Location
Irvine, CA

First Foundation Advisors assets under management

First Foundation Advisors is a registered investment adviser overseen by the SEC based in Irvine, CA. The firm has been registered since 1990. It reports $5.4 billion in regulatory assets under management and employs 62 people.
www.linkedin.com/company/first-foundation-inc.View on SEC.gov ↗

First Foundation Advisors owners & executives

4 reported
NameTitleOwnershipSince
First Foundation Inc. Control100% Stock OwnershipOver 75%2007
Gregory Steven Bruce ControlChief Compliance OfficerUnder 5%2004
James Michael Britton ControlChief Financial OfficerUnder 5%2023
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Frequently asked questions

How much does First Foundation Advisors manage?

First Foundation Advisors reports $5.4 billion in regulatory assets under management on its Form ADV.

How many employees does First Foundation Advisors have?

First Foundation Advisors reports 62 employees.

Where is First Foundation Advisors located?

First Foundation Advisors is based in Irvine, CA and has been SEC-registered since 1990.

Does First Foundation Advisors disclose fund performance?

First Foundation Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address18101 von Karman Ave, Suite 700, Irvine, CA 92612-1051
Phone949-476-0300
Office hours8:00 a.m. To 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1086763
Discloses disciplinary historyNo

Assets under management

Discretionary$5.36B
Non-discretionary$86M
Total (RAUM)$5.45B