Jong Hsien
Lim
City Different Investments
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About this Advisor
Jong Hsien Lim is a financial advisor based in Santa Fe, New Mexico, working with City Different Investments. Jong has previously held positions at Jefferies LLC, Booz & Company (later Strategy& of PwC), PwC, University of Pennsylvania, Thornburg Investment Management, and City Different Investments. Jong has passed the Series 63 regulatory exam and is registered to provide services in New Jersey and New Mexico. Currently, Jong is part of City Different Investments, which operates out of Santa Fe, New Mexico. The firm has 3 offices and 14 employees. The firm manages assets totaling $114.6 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at City Different Investments includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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City Different Investments Brokerage Details
$114,585,236
14
91
$1,259,178
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
City Different Investments
Jefferies LLC
N/A
Thornburg Investment Management
University Of Pennsylvania
Pwc
Booz & Company (Later Strategy& Of Pwc)
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
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