Sunni
Allen

Apriem Advisors

CRD#6621073
Investment Advisor
in Irvine, CA

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About this Advisor

Sunni Allen is a financial advisor based in Irvine, California, working with Apriem Advisors. Sunni has previously held positions at Special Olympics World Games La2015, Foresters Financial Services, Triton Capital, Zero Chaos, Rodan+Fields Dermatologists, Pasadena City College, Wundabar Pilates, Point Loma Nazarene University, Apriem Advisors, Goodwill Industries Of San Diego County, and Choc Children'S Hospital. Sunni has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Sunni is part of Apriem Advisors, which operates out of Irvine, California. The firm has 3 offices and 16 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Apriem Advisors includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

19200 Von Karman Avenue Suite 1050
Irvine, CA 92612

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Apriem Advisors Brokerage Details

Total Assets Under Management

$1,049,674,469

CA Average: $7,578,581,321
Total Number of Employees

16

CA Average: 43
Total Number of Accounts

2,467

CA Average: 3,727
Average Account Size

$425,486

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Sunni Allen Work History

2020 - Present (5 years)

Apriem Advisors

2018 - 2019 (1 year)

Choc Children'S Hospital

2017 - 2018 (1 year)

Goodwill Industries Of San Diego County

2016 - 2016 (< 1 year)

Foresters Financial Services

2016 - 2017 (1 year)

Foresters Financial Services

2015 - 2015 (< 1 year)

Special Olympics World Games La2015

2015 - 2015 (< 1 year)

Triton Capital

2015 - 2016 (1 year)

Zero Chaos

2014 - 2016 (2 years)

Rodan+Fields Dermatologists

2014 - 2014 (< 1 year)

Pasadena City College

2014 - 2014 (< 1 year)

Wundabar Pilates

2013 - 2015 (2 years)

Point Loma Nazarene University

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Disclosures

Please visit the SEC profile of Sunni Allen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Apriem Advisors

Josealfredo Rendon
Irvine, CA
Cole Ducote
Irvine, CA
Sunni Allen
Irvine, CA
Andrew Ochoa
Irvine, CA
Megan Schwab
Irvine, CA
Landon Yoshida
Irvine, CA
Joshua Garland
Irvine, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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