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Michelle Bao-chieu Nguyen

First Foundation Advisors

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About Michelle Bao-chieu Nguyen

Michelle Bao-chieu Nguyen is a financial advisor with over 13 years of experience in the industry. Michelle Nguyen is currently registered with First Foundation Advisors in both California and Texas. Michelle Nguyen is also a Certified Financial Planner. Michelle Nguyen has held previous positions at PRUCO SECURITIES, LLC. in Irvine, CA. Michelle Nguyen specializes in retirement planning, college savings, and estate planning. Michelle Nguyen also provides investment management services to individuals, families, and businesses.

Firm Information

Michelle Nguyen is currently registered with First Foundation Advisors. First Foundation Advisors is an investment advisor headquartered in Irvine, CA. The firm has been registered with the SEC since 2005 and manages over $5.25 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and investment companies. They offer financial planning, portfolio management, and selection of other advisors.
First Foundation Advisors

18101 VON KARMAN AVE

IRVINE, CA 92612-1051

$5.25B

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Michelle Nguyen’s Registration & Firm History

CA

01/04/2021 - Present

First Foundation Advisors (LOS ANGELES CA)

CA

01/01/2008 - 01/25/2008

PRUCO SECURITIES, LLC. (IRVINE CA)

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Licenses & Designations

BC

Issued 01/11/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/26/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michelle Bao-chieu Nguyen.
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