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
Apriem Advisor's Landon Yoshida has been named principal and vice president of wealth management after six successful years with the firm. California Broker discussed the promotion. Below is an excerpt: "Yoshida was an integral part of Apriem's recent 20 percent year-over-year organic growth. He leads the firm's Industrial Retiree Services, fueled by current of soon-to-be
Plan Adviser discusses the promotion of Apriem's Landon Yoshida to principal and vice president of wealth management. Below is an excerpt: "Apriem Advisors, an Irvine, Calif.-based wealth management firm, has promoted Landon Yoshida, CRPC, to principal and vice president of wealth management. He leads the firm’s Refinery Retiree Practice, serving current or soon-to-be retirees from ExxonMobil’s refinery
The Orange County Register discusses Apriem's Industrial Retiree Services as it expands under principal and vice president of wealth management Landon Yoshida. Below is an excerpt: "Apriem vice president of wealth management, Landon Yoshida, leads the firm’s Industrial Retiree Services, which is fueled by current or soon-to-be retirees from ExxonMobil’s refinery operation in Torrance, now
Apriem's Founding Principal and Chief Wealth Manager Harmon Kong has been nominated for the Orange County Business Journal's Excellence in Entrepreneurship awards. Below is an excerpt of a special section where he was featured: Under Kong's leadership, the Irvine-based independent, registered investment advisory firm has more than $500 million in assets under management and works
Apriem's Landon Yoshida reflects on his career and shares the secrets of his success in American Funds' publication Capital Ideas. Below is an excerpt: “You have to be willing to go through tough times to build your brand,” Yoshida says. “It takes time, but I love the people I work with, and hard work wins.”
