FIRST FOUNDATION ADVISORS

UUID750a4e04-7850-5194-949c-8e39e1e75b65

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:49

Updated2025-10-23 02:23:49

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Authority	Identifier	Display	As Of	Confidence
adv_crd	106075	106075	—	1.0
cik	0001086763	1086763	—	—
lei	254900XICVLVWBH12M17	254900XICVLVWBH12M17	—	—
sec_file_number	801-35973	801-35973	—	—

HQ CityIRVINE

HQ StateCA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

As of 2025-06-16 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
No people recorded.

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

No evidence recorded for this organization yet.