Leon
Kim

Klk Capital Management LLC

CRD#6602227
Investment Advisor
in La Canada Flintridge, CA

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About this Advisor

Leon Kim is a financial advisor based out of La Canada Flintridge, California who has 4 years of relevant experience. Kim currently works for Klk Capital Management LLC. Over the course of their career, they have held roles at Woodbury University, Stonemark Wealth Management and Klk Capital Management. Kim has a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in California. Klk Capital Management LLC is a registered investment firm operating out of Los Angeles, CA. It administers $142 million in total assets between its 283 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm advises six charities and foundations. Of its 283 client accounts, 25% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Klk Capital Management LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fees are based on which services the firm provides the client. However, fee types billed by Klk Capital Management LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

La Canada Flintridge, CA

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Klk Capital Management LLC Brokerage Details

Total Assets Under Management

$141,810,016

CA Average: $7,578,581,321
Total Number of Employees

4

CA Average: 43
Total Number of Accounts

283

CA Average: 3,727
Average Account Size

$501,095

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Leon Kim Work History

Leon has been registered as a financial advisor for 4 years.*

2019 - 2021 (2 years)

Klk Capital Management

2017 - 2019 (2 years)

Stonemark Wealth Management

2016 - 2019 (3 years)

Stonemark Wealth Management

2012 - 2015 (3 years)

Woodbury 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 Leon 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

Jake Kim
Los Angeles, CA
Leon Kim
La Canada Flintridge, CA
Hyung Kim
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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