KP
KP

Kimberly Nguyen Pham

4 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
548 clients
Average Client Portfolio
$7.1M average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$2.5M
Financial Planning:Included in AUM fee
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Location

245 Lytton Avenue, Suite 300, Palo Alto, CA, 94301

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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
Sand Hill Global Advisors, LLC
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Beacon Pointe Advisors, LLC
January 2021 - October 2021 · 9 mos
Beacon Pointe Wealth Advisors, LLC
January 2019 - April 2020 · 1 yr 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.