Andrew
Kim
Ci Private Wealth
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About this Advisor
Andrew Kim is a financial advisor who works in San Diego, California with 1 year of industry experience. Kim is an advisor for Ci Private Wealth. Over the course of their career, they have held roles at Prudent Investor Advisors, LLC, Stevens First Principles, David Berger Academics, Test Innovators, College Crusade Of Ri, Self, Dowling & Yahnke, LLC and Ci Private Wealth, LLC. Kim maintains a Series 65 license, designating them as an investment advisor representative, and can advise clients in California. Ci Private Wealth is a business that has its headquarters in Miami, FL. The firm has offices in 28 locations and a total of 825 employees. It controls $95 billion in assets between its 79,738 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 504 charitable organizations. Of its 79,738 accounts, 51% are associated with high-net-worth individuals who have greater than $1 million in assets. Ci Private Wealth has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules largely are based on which service is provided. Fees charged by Ci Private Wealth can include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ci Private Wealth Brokerage Details
$94,617,046,882
825
79,738
$1,186,599
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Andrew Kim Work History
Andrew has been registered as a financial advisor for 1 years.*
Dowling & Yahnke, LLC
Ci Private Wealth, LLC
Prudent Investor Advisors, LLC
Stevens First Principles
Test Innovators
David Berger Academics
College Crusade Of Ri
Self
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Kim to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ci Private Wealth
Itasca, IL
Menlo Park, CA
Dallas, TX
New York, NY
Atlanta, GA
San Diego, CA
Itasca, IL
Itasca, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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