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About Rhonda L. Ducote of APRIEM ADVISORS

Rhonda L. Ducote is Cfo, Treasurer, Senior Wealth Manager, Director, Shareholder at Apriem Advisors and has been affiliated with Apriem Advisors since January-2010.

Apriem Advisors is an investment advisor that manages 425.8 MM dollars in regulatory AUM and has 10 employees, of which 8 perform investment advisory functions. The managers's latest filing has disclosed 308MM in positions, which represents 72% of the manager's regulatory AUM.

For more on Apriem Advisors including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile


Top 25%
StockAlpha 3 yr performance attributed to stock picking: -1.2%/yr

Co-workers of Rhonda L. Ducote at APRIEM ADVISORS

Name Title In Position Since
Mark K. Iwamoto President, Ceo, Chief Investment Officer, Director, Shareholder January-1998
Harmon A. Kong Secretary, Chief Wealth Manager, Director, Chief Compliance Officer, Shareholder January-1998
Truc T. Le Shareholder January-2000
Benjamin C. Lau Vice President, Portfolio Manager, Director, Shareholder January-2010

APRIEM ADVISORS Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SCHD 9.69374% ETF 1.19% 2.55% -0.11% 1 2%
BSCH 6.19484% ETF 0.04% 2.55% -0.05% 7 1%
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Rhonda L. Ducote Office Address

SUITE 1050
IRVINE, California

Rhonda L. Ducote Contact Information

Phone Number: (949) 253-8888
Fax Number: (949) 253-8891



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