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Allmerits Asset, LLC

Headquartered in BUENA PARK, CA

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Firm Information

Allmerits Asset, LLC is an investment advisor with 12 licensed agents and 12 investment advisor representatives. The firm manages approximately $11,162,973 in regulatory assets under management. They offer a variety of advisory services, including financial consulting, pension consulting, selection of other advisers, and portfolio management for individuals. The firm serves primarily individuals other than high net worth individuals and pension and profit-sharing plans.

Allmerits Asset, LLC

$11.16M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

ALLMERITS ASSET, LLC has a total of 4 branch locations across the country.
location

BUENA PARK, CA

location

WALDWICK, NJ

location

LAS VEGAS, NV

location

LOS ANGELES, CA

Advisors at Allmerits Asset, LLC

View All 8 Advisors
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Matthew Mintae Kim

RA

BUENA PARK, CA

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Min Jung Kim

RA

LAS VEGAS, NV

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Jungyeal Lee

RA

WALDWICK, NJ

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Anna Sayoung Hong

CFC®, RA

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Wayne Park

RA

BUENA PARK, CA

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Daewoo Lee

RA

BUENA PARK, CA

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Kyung Ho Choe

CFP®, RA

BUENA PARK, CA

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Seong Youn Cho

CFP®, RA

BUENA PARK, CA

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Disclosures

There are no public disclosures for Allmerits Asset, LLC.

Frequently Asked Questions (5)

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