KL
KL

Kim Kyung Nan Llumiquinga

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
292 clients
Average Client Portfolio
$14.3M average
Assets Under Management
$4.2B

Fee Structure

Minimum Investment:$50K
Minimum Annual Fee:$50,000
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Location

5060 North 40th Street, Suite 200, Phoenix, AZ, 85018

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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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Other Business Activities

Kim is involved in several business activities, including consulting services for TFO-TDC, LLC, membership in KHL Ohana, LLC and Marceless Group, LLC, and serving as an independent director and officer for Andrew PTC LLC and Andrew Family Foundation. She also has involvement with Yellow Fellow LLC, The Phoenix Theatre Company, RightTrak, LLC, and Nathaniel Holdings, LLC, dedicating about a quarter of her time to The Phoenix Theatre Company and minimal time to the others.

Employment History
Current Registrations
Tfo Family Office Partners
January 2012 - Present · 14 yrs 1 mo
Previous Registrations
Genspring Family Offices, LLC
February 2008 - December 2011 · 3 yrs 10 mos
Inlign Wealth Management, LLC
September 2004 - May 2008 · 3 yrs 8 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.