First Foundation Investor Presentation Deck
Loyal Clients and Growing Assets
Profile of Client Growth
Target client of $3 million to $50 million in investible assets
Clients are high-net-worth individuals and families (as opposed to
institutional)
■
■
Serve as central point of contact for clients' financial matters
Average size of new clients is increasing as model attracts higher net worth
clients
New client referrals through centers of influence ("COIS") and partner
channels, which is difficult for other RIAS to replicate
30+ year track record of building relationships with COIS - shows trust
in ability to serve complex client cases
Client referrals from existing clients - shows loyalty across clients
$8,000
$7,000
$6,000
$5,000
$4,000
$3,000
$2,000
$1,000
$0
$5,327
$888
$4,438
Wealth Management AUM and Trust AUA ($ in millions)
6% CAGR
YE 2019
FIRST FOUNDATION
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$6,032
$1,105
$4,927
YE 2020
$7,026
$1,345
$5,681
Stable organic growth
YE 2021
■ Wealth Management AUM ■Trust AUA
$6,261
$1,276
$4,985
Referrals from
Centers of Influence
Attorneys, CPAs, and Schwab Advisory Network
YE 2022
CLIENTS
Target Investible Assets:
$3 million to
$50 million
Referrals from
Approx. 20% from loyal clients
Existing Clients
$6,216
$1,193
$5,023
3Q23
Recruit New Advisors
Qualified advisors join firm and
attract new clients
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