Gloria Kim is a registered investment advisor at Hidden Hills Wealth, based in Santa Monica, CA, with 11 years of industry experience. Gloria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 14 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hidden Hills Wealth offers Comprehensive Portfolio Management services. The maximum annual fee charged for managing your investments will not exceed 1.75%. The exact fee will be outlined in your advisory agreement. Fees are billed quarterly in advance, based on the value of your account on the last day of the previous quarter. Fees are negotiable and will be deducted from your account. Adjustments will be made for deposits and withdrawals during the quarter.
Location
Santa Monica, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gloria is a sole proprietor/owner/partner in the Larry and Gloria Kim trust, which is involved in real estate/property rental. She spends minimal time managing the property and collecting rent.
Employment History
Current Registrations
Hidden Hills Wealth
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Hmc Investments, INC.Broker
State Registrations2 states
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.