Jong Hsien
Lim
City Different Investments
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About this Advisor
Jong Hsien Lim is a chartered financial analyst operating in Santa Fe, New Mexico with 1 year of industry experience. Lim is an employee of City Different Investments. Over the course of their career, Lim has held roles at Jefferies LLC, Booz & Company (Later Strategy& Of Pwc), Pwc, University Of Pennsylvania, Thornburg Investment Management, N/A and City Different Investments. Lim holds a Series 63 license, qualifying them as a securities broker, and is able to operate in New Jersey and New Mexico. City Different Investments is a financial advisory company based out of Santa Fe, NM. It has a total of 13 people on staff. It oversees $157 million in total assets between its 69 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 69 client accounts, 96% belong to high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules largely vary depending on the type of financial services. Fees billed by City Different Investments most likely include any combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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City Different Investments Brokerage Details
$156,966,651
13
69
$2,274,879
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jong Hsien Lim Work History
Jong Hsien has been registered as a financial advisor for 1 years.*
City Different Investments
Jefferies LLC
N/A
Thornburg Investment Management
University Of Pennsylvania
Pwc
Booz & Company (Later Strategy& Of Pwc)
*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 Jong Hsien Lim 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 City Different Investments
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
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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