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Eun Hee Kim

Aegis Wealth

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About Eun Hee Kim

Eun Hee Kim is a registered Investment Advisor Representative with Aegis Wealth. Eun Hee Kim is also a Certified Financial Planner. Eun Hee Kim has been with Aegis Wealth since February 2005. Eun Hee Kim has been registered as an Investment Advisor Representative in Maryland, Texas, and Virginia.

Firm Information

Eun Kim is currently registered with Aegis Wealth. Aegis Wealth is an investment advisor based in Bethesda, MD. The firm manages approximately $698.78 million in assets for 498 clients. Aegis Wealth provides portfolio management services for individuals, businesses, and charitable organizations. They also offer financial planning, selection of other advisors, and portfolio monitoring and consulting services.
Aegis Wealth

6903 ROCKLEDGE DRIVE

BETHESDA, MD 20817

$698.78M

Assets Under Management

Not reported

Total Clients

4

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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.

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portfolio monitoring & consulting

Portfolio monitoring & 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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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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other

% of assets under consultation

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Eun Kim’s Registration & Firm History

MD

03/01/2024 - Present

Aegis Wealth (BETHESDA MD)

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Licenses & Designations

IA

Issued 09/18/2001

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eun Hee Kim.
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