Nielsen
Fields
First Foundation Advisors
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About this Advisor
Nielsen Fields is a chartered financial analyst operating in Irvine, California with a total of 3 years of industry experience. Fields is on the advisory team at First Foundation Advisors. Throughout their career, Fields has worked at Hcsf Management, LLC Dba Headlands Capital, Columbia Business School, First Foundation Advisors, Not Applicable and Summit Global Management Inc. Fields is able to operate in California. First Foundation Advisors is an advisory firm that has its headquarters in Irvine, CA. The company has offices in 17 locations and a total of 69 advisors. It manages $5 billion in assets across its 4,177 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 37 charitable organizations. Of its 4,177 customer accounts, 52% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. First Foundation Advisors provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and selection of other advisers. Fees for financial advisory services are based on the type of financial services offered. Fee types billed by First Foundation Advisors likely include any combination of 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
Nielsen Fields Work History
Nielsen has been registered as a financial advisor for 3 years.*
First Foundation Advisors
Not Applicable
Hcsf Management, LLC Dba Headlands Capital
Columbia Business School
Summit Global Management Inc
*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 Nielsen Fields 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
Los Angeles, CA
Irvine, CA
Irvine, CA
Irvine, 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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