Robert KimCRD Number: 6279895
Current Firm: The Caprock Group, Inc.
Robert Kim (CRD# 6279895) is an Investment Advisor Representative working at The Caprock Group, Inc. in San Jose, CA and has over 2 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|The Caprock Group, Inc.||San Jose, CA||Oct 2013 - Current||3|
|Bronze Investments||San Francisco, CA||May 2013 - Sep 2013||< 1|
|University Of Michigan||Ann Arbor, MI||Sep 2011 - May 2013||1|
|Satori Capital||Dallas, CA||Jun 2012 - Aug 2012||< 1|
|Stage 2 Innovations||Frampton Hills, MI||Feb 2012 - Apr 2012||< 1|
|Accenture||New York, NY||Aug 2005 - Aug 2011||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
Total Assets Under Management2,451MILLIONS
Total Number of Accounts226ACCOUNTS
Average Account Value$10,844,123
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, ID, UT, WA