FirstSun Advisors is a relationship-focused Registered Investment Adviser (RIA) that delivers sophisticated wealth advisory, investment management, legacy planning, and philanthropy services. Investment advisory services are offered through First Foundation Advisors, an SEC-registered investment adviser. FirstSun Advisors is a tradename used by First Foundation Advisors as it works to integrate names following its merger into the FirstSun Capital Bancorp family of brands. Registration with the SEC does not imply a certain level of skill or training. Investments and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested. FirstSun Advisors is a wholly owned subsidiary of FirstSun Capital Bancorp. Opinions expressed are for informational purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. Any mention of a particular security and related performance data is not a recommendation to transact in that security, or any security. The information and opinions expressed are as-of the date of publication and are subject to change without notice. FirstSun Advisors deems reliable any statistical data or information obtained from or prepared by third party sources that is included in any commentary, but in no way guarantees its accuracy or completeness. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. A current copy of our written disclosure brochure and Form CRS, which describe our advisory services and fees, is available upon request or at FirstSunAdvisors.com.
| Website | https://www.firstsunadvisors.com |
| Ticker | NASDAQ:FFWM |
| Employees | 318 (244 on RocketReach) |
| Founded | 1990 |
| Address | 18101 Von Karman Avenue Suite 750, Irvine, California 92612, US |
| Phone | +1 888-405-4332 |
| Technologies |
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| Industry | Financial Services, Banking, Investment Management, Trust Services, Lending and Investments, Wealth Planning, Insurance, Consulting, Insurance Services |
| Web Rank | 4 Million |
| Keywords | Financial Services, Banking Services, Personal Banking, Financial Planning, Financial Advisory, Business Banking, Private Banking, Wealth Management, Portfolio Management, Private Wealth Management, Asset Management, Retirement Planning, Investment Banking, Capital Management, Investment Services, Brokerage Services, Estate Planning, Trust Services, Insurance Services, Philanthropy Services |
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Scott Kavanaugh is the CEO of First Foundation Inc..
244 people are employed at First Foundation Inc..
First Foundation Inc. is based in Irvine, California.