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Gloria Moon Kim

Hidden Hills Wealth

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About Gloria Moon Kim

Gloria Moon Kim is an investment advisor representative at Hidden Hills Wealth. Gloria Moon Kim has been in the industry for over 7 years and has a Series 7 and Series 66 license. Gloria Moon Kim has experience at Morgan Stanley and HMC Investments, Inc. Gloria Moon Kim's firm, Hidden Hills Wealth, specializes in financial planning, pension consulting, and selection of other advisers. They manage approximately $115,986,194 in assets for individuals and businesses.

Firm Information

Gloria Kim is currently registered with Hidden Hills Wealth. Hidden Hills Wealth is an investment advisor based in . They manage approximately $115,986,194 in assets and have a team of 1 investment advisor representative(s). Their services include financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They primarily work with high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans.

$115.99M

Assets Under Management

Not reported

Total Clients

1

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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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 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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percentage of assets

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

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Gloria Kim’s Registration & Firm History

CA

06/05/2023 - Present

Hidden Hills Wealth (SANTA MONICA CA)

CA

04/22/2015 - 03/29/2021

MORGAN STANLEY (WOODLAND HILLS CA)

NY

07/15/2011 - 10/06/2011

HMC INVESTMENTS, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/20/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/24/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gloria Moon Kim.
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