FIRST FOUNDATION ADVISORS, LLC
CRD #137852 SEC #801-66546 IRVINE, CA 949-476-0300
SEC Registered
Total AUM
$166.1M
Discretionary
$133.2M
Employees
10
Clients
10
Accounts
122
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2010 | $170.7M | $134.1M | $36.6M | 10 | -- |
| Sep 2009 | $168.3M | $133.1M | $35.3M | 10 | -- |
| Mar 2009 | $166.1M | $133.2M | $32.8M | 10 | -- |
| Jan 2008 | $47.2M | $47.2M | $0 | 5 | -- |
| May 2007 | $47.2M | $47.2M | $0 | 5 | -- |
| Mar 2007 | $47.2M | $47.2M | $0 | 5 | -- |
DateMar 2010
Total AUM$170.7M
Discretionary$134.1M
Non-Disc.$36.6M
Employees10
Clients--
DateSep 2009
Total AUM$168.3M
Discretionary$133.1M
Non-Disc.$35.3M
Employees10
Clients--
DateMar 2009
Total AUM$166.1M
Discretionary$133.2M
Non-Disc.$32.8M
Employees10
Clients--
DateJan 2008
Total AUM$47.2M
Discretionary$47.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$47.2M
Discretionary$47.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$47.2M
Discretionary$47.2M
Non-Disc.$0
Employees5
Clients--