Ulrich
Keller
First Foundation Advisors
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About this Advisor
Ulrich Keller is a certified financial planner working in Irvine, California who has 32 years of industry experience. Keller currently works for First Foundation Advisors. They have worked at First Foundation Advisors for their complete career. Keller maintains a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in California, North Carolina and Texas. First Foundation Advisors is a financial advisory business that has its headquarters in Irvine, CA. It has offices in 17 locations and a total of 69 financial advisors. It oversees $5 billion in total assets among its 4,177 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 37 charities and foundations. Of its 4,177 customer accounts, 52% belong to high-net-worth clients who have more than $1 million in investable assets. First Foundation Advisors 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 depend on which services the firm provides the client. Fees charged by First Foundation Advisors likely are comprised of 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
Ulrich Keller Work History
Ulrich has been registered as a financial advisor for 32 years.*
First Foundation Advisors
*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 Ulrich Keller 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
Pasadena, CA
Los Angeles, CA
Irvine, CA
Irvine, CA
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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.
