Apriem Advisors is an investment advisor in Irvine with $862.06 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Iwamoto, Kong & Co., Inc.
SEC CIK
IRS number
330188030
SEC advisor number
801-55371
FINRA CRD number
108188
AUM ?
$1.05 bn
(as of 5 Mar 24)
Accounts
2,467
(as of 5 Mar 24)
Employees
16
(14 investment advisory or research)
Address
Apriem Advisors
19200 VON KARMAN AVE
#1050
IRVINE
CA 92612
19200 VON KARMAN AVE
#1050
IRVINE
CA 92612
Phone
949-253-8888
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 May 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22