Andrew
Chan
First Foundation Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Andrew Chan is a financial advisor operating out of Los Angeles, California who has 7 years of relevant experience. Chan is an employee of First Foundation Advisors. Throughout their career, Chan has worked at Us Trust and First Foundation Advisors. Chan has a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in California. First Foundation Advisors is a financial advisory company based in Irvine, CA. The firm has offices in 17 locations and a total of 69 people on staff. It manages $5 billion in total assets across its 4,177 accounts, making it one of the largest firms in the United States by assets under management. The firm serves 37 charities and foundations. Of its 4,177 customer accounts, 52% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and selection of other advisers. A financial advisor's fees typically vary depending on which service is offered. However, fee types billed by First Foundation Advisors can be comprised of any combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
First Foundation Advisors Brokerage Details
$4,985,277,444
69
4,177
$1,193,507
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
Andrew Chan Work History
Andrew has been registered as a financial advisor for 7 years.*
First Foundation Advisors
Us Trust
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Chan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at First Foundation Advisors
Los Angeles, CA
Los Angeles, CA
Irvine, CA
Irvine, CA
Irvine, CA
Pasadena, CA
Irvine, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
