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Suehyun Kim

10 Years of Experience
Santa Monica, CA

Suehyun Kim is a registered investment advisor at Wilshire, based in Santa Monica, CA, with 10 years of industry experience. Suehyun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 387,298 clients with $99B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$99.1B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1299 Ocean Avenue Suite 600, Santa Monica, CA, 90401-1085

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wilshire
July 2018 - Present · 7 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2016 - July 2018 · 2 yrs 6 mos
Cetera Investment Management LLC
January 2016 - July 2018 · 2 yrs 6 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Suehyun Kim - Financial Advisor | TrueAdvisor