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APRIEM ADVISORS
APRIEM ADVISORS
IRVINE, California
·
5 registered advisors
·
CRD# 108188
SEC# 801-55371
3
(949) 253-8888
01
Firm Overview
AUM
$1.0B
Regulatory assets under management
Employees
16
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at APRIEM ADVISORS
5 registered advisors
Benjamin C Lau
IRVINE, California
CRD# 3171887
Harmon Anson Kong
IRVINE, California
CRD# 1912783
Landon M Yoshida
IRVINE, California
CRD# 4437118
Mark Keizo Iwamoto
IRVINE, California
CRD# 1503317
Rhonda Louise Ducote
IRVINE, California
CRD# 2596569
05
Office Locations
IRVINE, California
5 advisors
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Data sourced from SEC Form ADV filings. APRIEM ADVISORS (CRD# 108188) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.