Daniel
Fan
First Foundation Advisors
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About this Advisor
Daniel Fan is a certified financial planner operating out of Irvine, California with a total of 6 years of relevant experience. Fan is an employee of First Foundation Advisors. The advisor has gained experience at First Foundation Advisors, Union Bank and First Bank. Fan holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. First Foundation Advisors is a registered investment firm based out of Irvine, CA. The company has offices in 17 locations and a total of 69 employees. It handles $5 billion in assets among its 4,177 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 37 charities and foundations. Of its 4,177 client accounts, 52% belong to high-net-worth clients who have at least $1 million in assets. First Foundation Advisors offers 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. Fees charged by financial advisors largely vary depending on which service is offered. Fee types charged by First Foundation Advisors likely include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Daniel Fan Work History
Daniel has been registered as a financial advisor for 6 years.*
First Foundation Advisors
First Bank
Union Bank
*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 Daniel Fan 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
Los Angeles, CA
Irvine, CA
Los Angeles, CA
Irvine, CA
Pasadena, 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.
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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.
