Los Angeles, CA Office
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First Foundation Advisors
Multi-team
Firm-wide stats for First Foundation Advisors
About
First Foundation Advisors provides discretionary and non‑discretionary investment advisory and financial planning services to individuals, families, businesses and retirement plans, and it also accepts engagements from investment companies. The firm serves as a sub‑adviser to registered mutual funds, can recommend private funds on a non‑discretionary basis, and, through its corporate parent FirstSun Capital Bancorp, coordinates referrals for banking, trust and insurance services.
The firm manages client assets using an open‑architecture, multi‑asset approach that draws on equities, fixed income, mutual funds, ETFs, interval and alternative investments and, where appropriate, independent managers; it employs tactical asset allocation and may use options strategies and separate account managers for specialized exposures. First Foundation typically charges asset‑based fees but will consider performance‑based fee arrangements for qualified clients and will not exercise discretionary authority to purchase cryptocurrencies without client authorization.
What is distinctive about the firm is its bank holding company affiliation and operating model: it is owned by FirstSun (and integrated with Sunflower Bank), which results in banking and other financial product relationships, referral arrangements and conflicts of interest that the firm discloses and manages. The firm’s business also includes relatively uncommon activities for peers — acting as a sub‑adviser to mutual funds, servicing investment company clients, and facilitating sales or referrals for other financial products and private funds — alongside documented policies on conflicts, custody and the limited use of AI tools in support of advisory services.
Based on First Foundation Advisors
Expertise
Based on First Foundation Advisors
Location
10850 Wilshire Blvd, Suite 100
Los Angeles CA 90024
Advisors at this office
3
Advisors at this office
Michelle N
CFP®, Series 63
Los Angeles, CA
First Foundation Advisors
Michelle Nguyen is a CFP® with 11 years of industry experience, currently serving as a financial advisor at First Foundation Advisors since 2015. She holds the Series 63 designation and is based in Los Angeles, CA. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs an open-architecture, multi-asset investment approach and is affiliated with its bank holding company FirstSun, integrating banking and financial product referrals with its advisory services.
William P
Series 65
Los Angeles, CA
First Foundation Advisors
William Pierrepont is a financial advisor at First Foundation Advisors in Los Angeles, holding a Series 65 credential with four years of industry experience. He has also held roles at Transamerica and King and Country LLC, where he is involved in insurance brokerage and video production business development, respectively. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, including sub-advisory roles for registered mutual funds. The firm employs an open-architecture, multi-asset investment approach and is affiliated with FirstSun Capital Bancorp, enabling integrated banking and financial product referrals.
Paul M
Series 63, Series 65, Series 66
Los Angeles, CA
First Foundation Advisors
Paul Miller is a financial advisor at First Foundation Advisors with 15 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with First Foundation Advisors since 2012. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as investment companies. The firm uses an open-architecture, multi-asset approach that includes equities, fixed income, mutual funds, ETFs, alternative investments, and independent managers, and operates with a bank holding company affiliation through FirstSun Capital Bancorp.
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