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Dong-hwan Hong

Bakeravenue

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About Dong-hwan Hong

Dong-hwan Hong is a financial advisor with Bakeravenue. Dong-hwan has been in the industry since 2015. Dong-hwan is registered in California as an Investment Advisor Representative. Dong-hwan has a Series 66, Series 7 and SIE license. Dong-hwan is a Chartered Financial Analyst. Dong-hwan has previously worked at Mercer Allied Company, L.P., Ayco, a Goldman Sachs Company, Sand Hill Global Advisors, and Cresset Asset Management, LLC. Dong-hwan is affiliated with Bakeravenue.

Firm Information

Dong-hwan Hong is currently registered with Bakeravenue. Bakeravenue is a registered investment advisor based in San Francisco, California. They provide financial planning, portfolio management for individuals, and educational seminars. Bakeravenue primarily serves high-net-worth individuals, corporations or other businesses, and charitable organizations. They have over $2.5 billion in regulatory assets under management.
Bakeravenue

301 BATTERY STREET

SAN FRANCISCO, CA 94111

$2.59B

Assets Under Management

1

Total Clients

26

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Dong-hwan Hong’s Registration & Firm History

CA

04/22/2022 - Present

Bakeravenue (SAN FRANCISCO CA)

CA

09/22/2015 - 09/19/2016

MERCER ALLIED COMPANY, L.P. (IRVINE CA)

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Licenses & Designations

BOTH

Issued 10/19/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/19/2016

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dong-hwan Hong.
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