APRIEM ADVISORS of IRVINE, CA is an SEC-registered investment adviser (CRD 108188). Regulatory assets under management: $1.5B.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Pensions, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Harmon Anson Kong | SECRETARY, CFO, TREASURER, CHIEF WEALTH MANAGER, DIRECTOR, TRUSTEE OF KONG TRUST | — |
| Rhonda Louise Ducote | PRESIDENT, CHIEF COMPLIANCE OFFICER, SENIOR WEALTH MANAGER, DIRECTOR, TRUSTEE OF DUCOTE FAMILY TRUST | — |
| Benjamin Chiu-Fung Lau | VICE PRESIDENT, CHIEF INVESTMENT OFFICER, DIRECTOR, TRUSTEE OF LAU FAMILY TRUST | — |
| James Nolan Ducote | TRUSTEE OF DUCOTE FAMILY TRUST | — |
| Lea Theresa Kong | TRUSTEE OF KONG TRUST | — |
| Wendy Youme Lau | TRUSTEE OF LAU FAMILY TRUST | — |
| Landon Makoto Yoshida | TRUSTEE OF YOSHIDA FAMILY TRUST | — |
| Erica Miyeko Yoshida | TRUSTEE OF YOSHIDA FAMILY TRUST | — |
| Jennifer Necir Olson | CHIEF FINANCIAL OFFICER | — |
| Christopher Alan Whitaker | CHIEF WEALTH MANAGER | — |
| IWAMOTO MARK KEIZO | CO-CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER, SHAREHOLDER; PRESIDENT, CEO, CHIEF INVESTMENT OFFICER, CCO, DIRECTOR (+3 more) | — |
| KONG HARMON ANSON | SECRETARY, CFO, TREASURER, CHIEF WEALTH MANAGER, DIRECTOR, ASSISTANT COMPLIANCE OFFICER, TRUSTEE OF KONG TRUST; SECRETARY, CFO, TREASURER, CHIEF WEALTH MANAGER, DIRECTOR, CHIEF COMPLIANCE OFFICER, SHAREHOLDER; SECRETARY, CFO, TREASURER, CHIEF WEALTH MANAGER, DIRECTOR, CHIEF COMPLIANCE OFFICER, TRUSTEE OF KONG TRUST (+5 more) | — |
| LE TRUC TRONG | SHAREHOLDER; TRUSTEE OF TRUC TRONG LE TRUST | — |
| DUCOTE RHONDA LOUISE | CFO, TREASURER, SENIOR WEALTH MANAGER; CFO, TREASURER, SENIOR WEALTH MANAGER, DIRECTOR, SHAREHOLDER; PRESIDENT, CHIEF COMPLIANCE OFFICER, SENIOR WEALTH MANAGER, DIRECTOR, TRUSTEE OF DUCOTE FAMILY TRUST (+3 more) | — |
| LAU BENJAMIN C | FINANCIAL MANAGER; PORTFOLIO MANAGER; VICE PRESIDENT, CHIEF INVESTMENT OFFICER, DIRECTOR, TRUSTEE OF LAU FAMILY TRUST (+4 more) | — |
| DUCOTE JAMES NOLAN | TRUSTEE OF DUCOTE FAMILY TRUST | — |
| KONG LEA THERESA | TRUSTEE OF KONG TRUST | — |
| LAU WENDY YOUME | TRUSTEE OF LAU FAMILY TRUST | — |
| YOSHIDA LANDON M | TRUSTEE OF YOSHIDA FAMILY TRUST | — |
| Yoshida Erica Miyeko | TRUSTEE OF YOSHIDA FAMILY TRUST | — |
| LAU BENJAMIN CHIU-FUNG | VICE PRESIDENT, CHIEF INVESTMENT OFFICER, DIRECTOR, TRUSTEE OF LAU FAMILY TRUST | — |
| YOSHIDA LANDON MAKOTO | TRUSTEE OF YOSHIDA FAMILY TRUST | — |