Jake
Kim
Klk Capital Management LLC
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About this Advisor
Jake Kim is a financial advisor based in Los Angeles, California who has 2 years of industry experience. Kim works at Klk Capital Management LLC. Their career trajectory has included roles at M. S. Howells & Co, Klk Management LLC, Bank Of Hope, Pepperdine University and University Of Pepperdine. Kim holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California, New Jersey and New York. Klk Capital Management LLC is a financial advisory company that has its headquarters in Los Angeles, CA. It oversees $142 million in assets between its 283 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm serves six charities and foundations. Of its 283 client accounts, 25% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules typically vary depending on the services provided. However, fee types charged by Klk Capital Management LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Klk Capital Management LLC Brokerage Details
$141,810,016
4
283
$501,095
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jake Kim Work History
Jake has been registered as a financial advisor for 2 years.*
M. S. Howells & Co
Klk Management LLC
Bank Of Hope
Bank Of Hope
Pepperdine University
University Of Pepperdine
Pepperdine University
*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 Jake 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 Klk Capital Management LLC
Los Angeles, CA
La Canada Flintridge, CA
Los Angeles, 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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