William
Pierrepont
First Foundation Advisors
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About this Advisor
William Pierrepont is a financial advisor who works in Los Angeles, California with 1 year of industry experience. Pierrepont is on the advisory team at First Foundation Advisors. Their career trajectory has included roles at Unversity Of Miami, Cpxi, Rock Paper Scissors, Charlie Company, King And Country LLC, The Woo, Transamercia and First Foundation Advisors. Pierrepont maintains a Series 65 license, certifying them as an investment advisor representative, and can 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 employees. It administers $5 billion in total assets across its 4,177 accounts, making it one of the biggest firms in the country by assets under management. The firm advises 37 charitable organizations. Of its 4,177 client accounts, 52% are associated with high-net-worth investors who have at least $1 million in investable assets. First Foundation Advisors has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and selection of other advisers. Fees for financial advice depend on the type of services offered. However, fee types billed 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
William Pierrepont Work History
William has been registered as a financial advisor for 1 years.*
First Foundation Advisors
Transamercia
King And Country LLC
The Woo
King And Country LLC
Rock Paper Scissors
Charlie Company
Cpxi
Unversity Of Miami
*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 William Pierrepont 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
Irvine, CA
Los Angeles, CA
Los Angeles, CA
Pasadena, CA
Irvine, CA
Irvine, CA
Los Angeles, 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.
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