Key facts
- First Foundation Advisors is a other based in Irvine, California.
- The team roster lists 1 person.
About First Foundation Advisors
First Foundation Advisors is an investment advisory firm based in Irvine, California. Established in 1985, the firm is a combination of the First Foundation's private wealth services that include wealth planning, philanthropic services, investment management, family enterprise consulting, trust services, market insights, and education. The assets are managed by the executive management team. This firm is a Registered Investment Advisor (RIA).
Registered with the SEC
Form ADV · 2026-04 · CRD 106075- Regulatory AUM
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- Private fund assets
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- Private funds
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- Staff
- 53
- Registered office
- IRVINE, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as FIRST FOUNDATION ADVISORS).
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Portfolio
No portfolio companies for First Foundation Advisors are on record yet. Positions surface from round participations, filings, and coverage.
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.