Daniel KimCRD Number: 7147403
Current Firm: Lido
Daniel Kim (CRD# 7147403) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.
Grove Point Advisors, LLC
Awm Capital, LLC
Aqua Capital Advisors
|Lido Advisors, LLC||Los Angeles, CA||Jan 2022 - Current||1|
|Ritholtz Wealth Management||New York, NY||Mar 2021 - Nov 2021||< 1|
|Vacation||Cerritos, CA||Jul 2020 - Mar 2021||< 1|
|Ucla||Los Angeles, CA||Sep 2016 - Jun 2020||3|
|Signature Estate & Investment Advisors, LLC||Los Angeles, CA||Jun 2019 - Mar 2020||< 1|
|Student||Cerritos, CA||May 2011 - Sep 2016||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2021|
Total Assets Under Management13,102MILLIONS
Total Number of Accounts12,641ACCOUNTS
Average Account Value$1,036,474
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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