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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Christian Kong is an investment advisor representative with Apriem Advisors. Kyle has been working in the financial industry since 2014. Kyle is registered with the state of California and has passed the Uniform Investment Adviser Law Examination. Kyle's firm, Apriem Advisors, manages a diverse range of client assets including those of high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm provides a variety of services including financial planning, portfolio management, and educational seminars.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
09/16/2024 - Present
Apriem Advisors (IRVINE CA)
Active
Inactive
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