Apriem's Founding Principal and Chief Wealth Manager, Harmon Kong, has been nominated for the Orange County Business Journal's Excellence in Entrepreneurship Award. An excerpt of the announcement is below: "Harmon Kong and his partner, Mark Iwamoto, co-founded Apriem Advisors (formerly Iwamoto Kong Wealth Management Group) in 1998. Together with his leadership team, Kong has
Best Companies Group is thrilled to announce the winners of the prestigious Best Places to Work SoCal 2023 list. The honorees, spanning a diverse range of industries, include a list of companies that have set benchmarks in fostering exceptional work environments. The selection process for these winners was comprehensive, relying
Financial Advisor Magazine has published its annual ranking of fastest growing and top independent advisory firms in their July/August 2023 issue. "Fifty-three percent of those RIA firms surveyed in Financial Advisor’s most recent survey said that assets from new clients accounted for most of their 2022 inflows, with 36% citing assets
Apriem's Founding Principal, Harmon Kong, has been nominated for the Orange County Business Journal's Excellence in Entrepreneurship Award. An excerpt of the announcement is below: "The 2023 Excellence in Entrepreneurship Awards program allows for the recognition of those who exemplify the American entrepreneurial spirit – through creativity and determination in the establishment and
Apriem's Founding Principal and Chief Wealth Manager, Harmon Kong, has been nominated for the Orange County Business Journal's Excellence in Entrepreneurship Award. An excerpt of the announcement is below: "The 2022 Excellence in Entrepreneurship Awards program allows for the recognition of clients and associates who exemplify the American entrepreneurial spirit – through creativity and
Financial Advisor magazine has published its 15th annual ranking of fastest growing independent advisory firms in their August 2021 issue. "Last year’s public health crisis also prompted clients to rethink their lives, careers and financial futures and ask themselves what really matters. As these priorities clashed, the complexities
Apriem President, Rhonda Ducote, has been nominated for the Orange County Business Journal's Woman of the Year Award. An excerpt of the announcement is below: "Rhonda Ducote's leadership has helped propel the investment advisory firm to more than $650 million in assets under management at the fastest growth rate for a firm its size in
Apriem's Founding Principal and Chief Wealth Manager, Harmon Kong, has been nominated for the Orange County Business Journal's Excellence in Entrepreneurship Award. An excerpt of the announcement is below: "Harmon Kong and his partner, Mark Iwamoto, co-founded Apriem Advisors (formerly Iwamoto Kong Wealth Management Group) in 1998. Together with his leadership team, Kong has
Apriem Advisors is one of the first-class registered investment advisory (RIAs) firms to make Financial Times' (FT) 300 list. The fourth edition of the FT 300 assesses RIAs on desirable traits for investors and firm achievements including assets under management, asset growth, industry certifications, SEC compliance record and accessibility. Below is an excerpt: "The formula the FT
Apriem’s President Rhonda Ducote has been nominated for the Orange County Business Journal’s Women in Business awards. Below is an excerpt of a special section where she was featured: Rhonda Ducote has been passionately serving as a wealth manager for more than two decades. She has been with Apriem Advisors since 2000 and currently serves as
