First Foundation Advisors is an investment advisor in Irvine with $4.99 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Keller Collins Hakopian & Leisure Investment Counsel Inc, Keller Group Investment Management Inc
SEC CIK
IRS number
330221828
SEC advisor number
801-35973
FINRA CRD number
106075
AUM ?
$5.25 bn
(as of 28 Mar 24)
Accounts
4,065
(as of 28 Mar 24)
Employees
67
(36 investment advisory or research)
Address
First Foundation Advisors
18101 VON KARMAN AVENUE
STE 700
IRVINE
CA 92612
18101 VON KARMAN AVENUE
STE 700
IRVINE
CA 92612
Phone
9494760300
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
SC 13D
TANDY LEATHER FACTORY INC
4 Aug 23
SC 13D
TANDY LEATHER FACTORY INC
25 May 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
SC 13G/A
TANDY LEATHER FACTORY INC
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
SC 13G/A
TANDY LEATHER FACTORY INC
19 Aug 22