Apriem Advisors was named one of the top 300 RIAs in the United States for the third year in a row by the Financial Times. The 2019 edition of the Financial Times 300 Top Registered Investment Advisers (FT 300) recognizes top independent RIA firms from across the U.S. based on desirable traits for investors and
Apriem was featured in the first ever Orange County Business Journal "The List: Registered Investment Advisors". Below is an excerpt: “The fiduciary model is growing faster than brokerage houses”, said Harmon Kong, who co-founded Apriem Advisors in 1998. “The RIA industry is gaining momentum.” Kong attributed growth to referrals, a “great team”, and a focus
As the trade war continues, both stocks and treasury yields were down this week, indicating investors are concerned about current uncertainties.
Apriem President Rhonda Ducote and Vice President Jennifer Olson were both nominated for the Orange County Business Journal’s 2019 Women in Business Award.
Stocks have stabilized and investors are taking note, with some analysts expecting growth to continue despite a projected economic slowdown. This is driving many investors to scramble to better position themselves in the stock market. Our CIO Benjamin Lau commented on this latest trend in an article reported by The Wall Street Journal. Here is
Apriem Advisors was named one of the top 300 RIAs in the United States for the second year in a row by the Financial Times, joining six other firms in Orange County, the Orange County Business Journal reports. An excerpt is below: "Six registered investment advisers based in Orange County made the Financial Times' annual
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 founder Harmon Kong discusses the firm's recent expansion and new office in La Jolla, California with the San Diego Business Journal. Apriem also opened an office in Torrance, California. Below is an excerpt: "With personal service as our primary objective, these new locations provide us wiht the regional footprint we need for our growing
Apriem Advisor's has been named one of the top 300 registered investment advisers in the United States by the Financial Times. The Orange County Business Journal reports on Apriem's achievement. Read an excerpt: "Four Orange County-based firms made the Financial Times' fourth annual list of teh top 300 registered investment advisers in the United States.
