A complete list of active advisors currently associated with Apriem Advisors
Warmer can help you find a great advisor at Apriem Advisors or one who fits your needs even better.
Apriem Advisors provides wealth management, customized portfolio management, retirement plan advisory, and charitable investment services primarily to high‑net‑worth and ultra‑high‑net‑worth individuals and families, and also serves 501(c)(3) non‑profits and plan participants. The firm offers standalone financial planning and estate‑planning services through third‑party platforms and provides clients with an online consolidation tool called Apriem Total View. Portfolios are built to each client’s circumstances using a mix of Tactical Index, Passive Index and Apriem Index approaches and may include equities, fixed income, mutual funds, ETFs, alternative funds and cash. Apriem combines fundamental and technical analysis, makes tactical use of derivatives and exchange‑traded options in certain separately managed strategies, and engages third‑party discretionary subadvisors for strategies such as Enhanced Cash Management and Direct Indexing; accounts are reviewed at least quarterly. Compared with many peers, Apriem discloses that it still manages some legacy performance‑based fee arrangements while not offering such arrangements to new clients and has policies to address related conflicts. The firm is also dual‑registered as an insurance agency (Apriem Insurance Services), discloses commissionable insurance activity, conducts participant education and enrollment meetings for retirement plans and quarterly reviews with nonprofit boards, and has recently added services such as an Options Box Loan Strategy and third‑party estate planning — characteristics that are less common among similarly sized team firms.
To learn more about the advisors currently working at Apriem Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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