Home
›
Firms
›
APRIEM ADVISORS
APRIEM ADVISORS
IRVINE, California
·
10 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
10
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
10 registered advisors
Benjamin C Lau
IRVINE, California
CRD# 3171887
Erica Miyeko Yoshida
IRVINE, California
CRD# 6930290
Harmon Anson Kong
IRVINE, California
CRD# 1912783
James Nolan Ducote
IRVINE, California
CRD# 6687059
Landon M Yoshida
IRVINE, California
CRD# 4437118
Lea Theresa Kong
IRVINE, California
CRD# 6687062
Mark Keizo Iwamoto
IRVINE, California
CRD# 1503317
Rhonda Louise Ducote
IRVINE, California
CRD# 2596569
Truc Trong Le
IRVINE, California
CRD# 4368477
Wendy Youme Lau
IRVINE, California
CRD# 6687065
05
Office Locations
IRVINE, California
10 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
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
.