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Michael Atticus Berens

First Foundation Advisors

Denver, CO

CRD 7934992

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Employer firm

First Foundation Advisors CRD 106075

$5.06B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
First Foundation Advisors

18101 Von Karman Ave Suite 700, Irvine, CA 92612-1051 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-20
TX RA APPROVED 2026-07-20
  • CO RA
    APPROVED
    Since 2026-07-20
  • TX RA
    APPROVED
    Since 2026-07-20

Branch Locations

1400 16Th Street Suite 260 , Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Indiana University Bloomington IN 08/2016 05/2019
First Western Trust Denver CO 05/2019 05/2024
Logia Portfolio Management Llc Denver CO 05/2024 07/2026
First Foundation Advisors Denver CO 07/2026 Present
  • 08/2016 → 05/2019
    Indiana University
    Bloomington, IN
  • 05/2019 → 05/2024
    First Western Trust
    Denver, CO
  • 05/2024 → 07/2026
    Logia Portfolio Management Llc
    Denver, CO
  • 07/2026 → Present
    First Foundation Advisors
    Denver, CO
Previous Registrations
Designations
  • Chartered Financial Analyst
Other Names
  • Michael Atticus Berens
  • Michael Berens

View on SEC IAPD

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