Eric Kim is a registered investment advisor at Mont Blanc Asset, INC., based in Valencia, CA, with 17 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives.
Compensation
Firm Size
IM Fee
Fee Structure
Location
Valencia, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric is a partner at Chelsea International Advisors LLC, a private investment management firm, and a managing partner at Think Wealth Asset LLC, a real estate investment and management company; he spends a few hours per week on each. Eric is also a principal and manager at Think Wealth, LLC, a registered investment advisor, dedicating about 10-20% of his time to overseeing its operations.
Employment History
Current Registrations
Mont Blanc Asset, INC.
Think Wealth, LLC
Previous Registrations
Investax Wealth Management, LLC.
Investax Wealth Management, LLC.
Mont Blanc Asset
Think Wealth, LLC
Investax Wealth Management, LLC.
Hana Global Markets, LLC
Ksk Wealth Management, LLC.
Ckp Wealth Management, LLC
Wedbush Securities INC.
Mont Blanc Asset
Hisland, INC.
Positive Delta Asset Management, LLC
Primevest Financial Services, INC.
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
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