Press Releases

Apriem’s VP named to InvestmentNews’ 2020 40 Under 40 List

InvestmentNews has recognized Jennifer Olson, CFA, CFP®, CIPM, AIF® as a 2020 40 Under 40 Honoree. Ms. Olson was chosen from a pool of about 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals. InvestmentNews’ 40 Under 40

2020-06-30T23:14:32+00:00June 29th, 2020|Apriem In The News, Press Releases, WOW|

Apriem’s President on the Cover of Orange County Business Journal

Our President, Rhonda Ducote, was featured on the cover of Orange County Business Journal in their special issue, "Securing Your Wealth During Covid-19." Here's an excerpt of the interview: "We are seeking to find the best opportunities in large American corporations that have strong competitive advantages and generate substantial amounts

2020-06-29T16:38:44+00:00June 28th, 2020|Apriem In The News, Press Releases|

Finances in Divorce: Dealing with Transition

Every divorce is unique and comes with its own set of complications. Rhonda Ducote, AIF®, talks about the importance of understanding your financial plan and some key steps in personal financial management when it comes to divorce or remarriage. Here's an excerpt of the article: “The best way to mitigate

2020-04-20T21:26:00+00:00April 14th, 2020|Apriem In The News, Newsroom, Press Releases, WOW|

Apriem Recognized as an Outstanding Small Business

FOR IMMEDIATE RELEASE— IRVINE, California – November 12, 2019– the Association of Fundraising Professionals has recognized Apriem Advisors as a 2019 Outstanding Small Business Honoree. National Philanthropy Day (NPD) acknowledges the entire spectrum of services provided by the nonprofit community and recognizes the profound impact that philanthropy has on the fabric of society.

2020-01-15T00:22:26+00:00November 12th, 2019|Press Releases|

Apriem Advisors recognized as Civic 50 Honoree

FOR IMMEDIATE RELEASE— IRVINE, California – October 15, 2019– the Orange County Business Journal, partnered with OneOC and Points of Light, has recognized Apriem Advisors as a 2019 Civic 50 Honoree. Apriem Advisors, along with 49 other firms, was chosen as the 50 most community-minded companies, known as the Civic 50. Civic 50 Orange County,

2019-10-16T23:50:09+00:00October 16th, 2019|Press Releases|

Apriem Advisors wins InvestmentNews’ 2019 Excellence in Diversity and Inclusion Awards

FOR IMMEDIATE RELEASE— IRVINE, California – September 24, 2019– InvestmentNews has recognized Apriem Advisors as a 2019 Excellence in Diversity and Inclusion Awards winner. Apriem Advisors was chosen from over 160 nominations by a committee of InvestmentNews representatives and judges from the advice business to be recognized for the firm’s ability to inspire others from

2019-10-22T16:06:41+00:00September 24th, 2019|Press Releases|

Apriem Advisors Opens New Offices for Clients in Los Angeles, San Diego

IRVINE, Calif. (JULY 11, 2017) – Effective immediately, wealth management executives for Apriem Advisors are now seeing clients at their new offices in Torrance and La Jolla, Calif., in addition to their headquarters in Irvine, Calif. The expansion comes amid a recent growth spurt that propelled the 19-year-old firm past the $500 million assets under

2017-07-11T17:16:54+00:00July 11th, 2017|Press Releases|

Apriem Advisors Passes $500M In Assets Under Management

IRVINE, Calif. (Jan. 25, 2017) – Coming off one of its strongest years since the company was founded in 1998, Apriem Advisors has surpassed a critical benchmark in gaining more than $500 million in total assets under management. The milestone follows a 20 percent year-over-year gain that was achieved without any mergers or acquisitions, bucking

2017-01-25T00:00:00+00:00January 25th, 2017|Press Releases|