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Claudia H Song

Allmerits Asset, LLC

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About Claudia H Song

Claudia Song is an investment advisor representative associated with Allmerits Asset, LLC, based in Buena Park, California. Claudia is registered in California and has passed the Series 65 exam. Claudia has been in the financial services industry for over 10 years and has experience working with clients in the areas of pension consulting, financial planning, and portfolio management for individuals. Claudia has a proven track record of success in helping clients achieve their financial goals.

Firm Information

Claudia Song is currently registered with Allmerits Asset, LLC. 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.

$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.

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Claudia Song’s Registration & Firm History

CA

06/22/2023 - Present

Allmerits Asset, LLC (BUENA PARK CA)

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Licenses & Designations

IA

Issued 05/20/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Claudia H Song.
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