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Ji mi Kim

Pasadena Private Wealth, LLC

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About Ji mi Kim

Ji Mi Kim is an investment advisor representative currently registered with Pasadena Private Wealth, LLC. Ji Mi is also registered as an investment advisor representative with the state of California. Ji Mi Kim has been in the industry since 2016. The firm is located in Pasadena, California and has been in business since 2016. They are a fee-based advisory firm, offering financial planning, pension consulting, and educational seminars. They also provide portfolio management services for individuals, pooled investment vehicles, and offer publication of periodicals. The firm has 11 investment advisor representatives and a total of 1594 accounts under management.

Firm Information

Ji mi Kim is currently registered with Pasadena Private Wealth, LLC. Pasadena Private Wealth, LLC is an investment advisory firm based in Pasadena, California. They have 5 licensed agents, 11 investment adviser representatives, and 8 registered representatives. The firm manages approximately $1.21 billion in assets under management, with a focus on providing financial planning, pension consulting, educational seminars, and portfolio management services for individuals, families, and retirement plans. The firm specializes in managing assets for high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. They also offer services such as publication of periodicals and selection of other advisors.
Pasadena Private Wealth, LLC

2 NORTH LAKE AVENUE

PASADENA, CA 91101

$1.21B

Assets Under Management

1

Total Clients

10

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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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Ji mi Kim’s Registration & Firm History

HI

01/21/2025 - Present

Pasadena Private Wealth, LLC (Honolulu HI)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ji mi Kim.
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