Ik
Choi
Pasadena Private Wealth, LLC
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About this Advisor
Ik Choi is a financial advisor who works out of Pasadena, California, with 4 years of relevant experience. Choi currently works for Pasadena Private Wealth, LLC. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Purshe Kaplan Sterling Investments, Pasadena Private Wealth and Pensionmark Securities, LLC. Choi maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in California. Pasadena Private Wealth, LLC is a financial advisory company headquartered in Pasadena, CA. The company has a total of 10 people on staff. It manages $917 million in assets across its 1,267 accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 1,267 accounts, 43% are held by high-net-worth investors who have greater than $1 million in investable assets. Pasadena Private Wealth, LLC performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees are based on which services the firm provides the client. However, fees charged by Pasadena Private Wealth, LLC likely consist of some blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pasadena Private Wealth, LLC Brokerage Details
$917,237,924
10
1,267
$723,945
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Ik Choi Work History
Ik has been registered as a financial advisor for 4 years.*
Pensionmark Securities, LLC
Pasadena Private Wealth
Purshe Kaplan Sterling Investments
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
*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 Ik Choi 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 Pasadena Private Wealth, LLC
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
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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