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.
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
