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Dustin Kim

Austin Asset

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About Dustin Kim

Dustin Kim is a financial advisor at Austin Asset, a firm specializing in providing investment advice to individuals, businesses, and charitable organizations. Dustin has been working in the financial services industry since 2014 and is a Certified Financial Planner. Dustin has experience working with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Dustin’s primary focus is on providing financial planning and portfolio management services. Prior to joining Austin Asset, Dustin worked at T3 TRADING GROUP, LLC and Ernst & Young/TAPFIN.

Firm Information

Dustin Kim is currently registered with Austin Asset. Austin Asset is a registered investment advisor with offices in AUSTIN, TX, United States. The firm manages approximately $1,539,329,345 in assets for 2,310 clients, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. They offer a variety of advisory services, including portfolio management for individuals and businesses, as well as financial planning. Their website can be found at HTTPS://WWW.AUSTINASSET.COM.
Austin Asset

7200 N. MOPAC, SUITE 315

AUSTIN, TX 78731

$1.54B

Assets Under Management

Not reported

Total Clients

14

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Dustin Kim’s Registration & Firm History

TX

09/14/2021 - Present

Austin Asset (AUSTIN TX)

NY

01/14/2015 - 01/04/2018

T3 TRADING GROUP, LLC (NEW YORK NY)

TX

02/04/2014 - 11/03/2014

J.P. MORGAN SECURITIES LLC (AUSTIN TX)

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Licenses & Designations

IA

Issued 04/23/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/14/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/04/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/2015

Series 56 - Proprietary Trader Qualification Examination

BC

Issued 02/04/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dustin Kim.
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