Lee, Kimun

Lee, Kimun (CRD# 118512) is a financial advisory firm headquartered in San Francisco, CA. They manage $30,382,579 in 55 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
315 Montgomery Street, 10 Th Fl, San Francisco, CA 94104
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $552,411
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lee, Kimun
Showing 1 - 1 of 1 top financial advisors.
1
Kimun Lee, financial advisor San Francisco CA
Kimun Lee
CRD#: 2258706
315 Montgomery St., 9th Floor, San Francisco, CA 94104

Kimun Lee (CRD# 2258706) is an Investment Advisor Representative working at Lee, Kimun in San Francisco, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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