Shawn
Kim
Hollencrest Capital Management
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About this Advisor
Shawn Kim is a financial advisor who works out of Newport Beach, California with a total of 2 years of relevant experience. Kim works at Hollencrest Capital Management. During their career, the advisor has held roles at Focus Financial Partners, Mcmaster Carr, G.Research, LLC, Gamco Investors, Inc and Hollencrest Capital Management. Kim has a Series 65 license, which qualifies them as an investment advisor representative, and can work in California. Hollencrest Capital Management is a registered investment firm based in Newport Beach, CA. It oversees $2 billion in assets among its 965 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises five charities and foundations. Of its 965 client accounts, 51% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Hollencrest Capital Management has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management are based on which services the firm provides the client. However, fee types billed by Hollencrest Capital Management can consist of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hollencrest Capital Management Brokerage Details
$2,054,432,885
16
965
$2,128,946
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
- Selection of other advisers
- Other
Shawn Kim Work History
Shawn has been registered as a financial advisor for 2 years.*
Hollencrest Capital Management
G.Research, LLC
Gamco Investors, Inc
Focus Financial Partners
Mcmaster Carr
*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 Shawn 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 Hollencrest Capital Management
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, 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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