The Form ADV contains information about an investment adviser and its business operations. The document specifies the investment style, assets under management (AUM), and key officers of the firm.
Please find our Form ADV below:
Access Form ADV (pdf)
Please find our Form CRS below:
Access Form CRS (pdf)
Banking products are provided by Sunflower Bank, N.A. dba First Foundation Bank, Member FDIC and Equal Housing Lender. NMLS# 709491.
Investment and Advisory Services provided by First Foundation Advisors, an SEC-Registered Investment Advisor. First Foundation Advisors is a wholly owned subsidiary of FirstSun Capital Bancorp. Trust Services are offered through Sunflower Bank, N.A. dba First Foundation Bank.
Investment, Insurance, and Advisory Products and Services: