Yoon KohCRD Number: 5956490
Current Firm: Vanguard Advisers Inc.
Yoon Koh (CRD# 5956490) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Malvern, PA and has over 6 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Sensenig Capital Advisors, Inc.
|The Vanguard Group, Inc.||Malvern, PA||Jul 2011 - Current||6|
|Unemployed||Blue Bell, PA||Mar 2011 - Jul 2011||< 1|
|Drexel University||Philadelphia, PA||Sep 2006 - Mar 2011||4|
|Randstad Usa||Malvern, PA||Mar 2010 - Sep 2010||< 1|
|Unitedamerica Indemnity, Ltd||Bala Cynwyd, PA||Sep 2008 - Feb 2009||< 1|
|Philadelphia Water Department||Philadelphia, PA||Sep 2007 - Mar 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2011|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
Total Assets Under Management79,883MILLIONS
Total Number of Accounts546,930ACCOUNTS
Average Account Value$146,058
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV