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Kyung Ho Choe

Allmerits Asset, LLC

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About Kyung Ho Choe

Kyung Choe is an investment advisor representative with Allmerits Asset, LLC. Kyung has over 20 years of experience in the financial services industry. Kyung has a Series 65, Series 66, and Series 7 license. Kyung is also a Certified Financial Planner. Kyung has worked with Allmerits Asset, LLC since July 2020. Kyung has previously worked with Signator Investors, Inc. and AXA Advisors, LLC. Kyung specializes in financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Kyung Choe is currently registered with Allmerits Asset, LLC. Allmerits Asset, LLC is an investment advisor with 12 licensed agents and 12 investment advisor representatives. The firm manages approximately $11,162,973 in regulatory assets under management. They offer a variety of advisory services, including financial consulting, pension consulting, selection of other advisers, and portfolio management for individuals. The firm serves primarily individuals other than high net worth individuals and pension and profit-sharing plans.

$11.16M

Assets Under Management

Not reported

Total Clients

8

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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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 individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial 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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percentage of assets

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

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Kyung Choe’s Registration & Firm History

CA

01/09/2024 - Present

Allmerits Asset, LLC (BUENA PARK CA)

CA

03/11/2009 - 04/30/2010

SIGNATOR INVESTORS, INC. (IRVINE CA)

CA

06/28/2005 - 02/05/2008

AXA ADVISORS, LLC (LOS ANGELES CA)

MA

04/21/2003 - 06/13/2005

SIGNATOR INVESTORS, INC. (BOSTON MA)

NY

02/03/2003 - 03/06/2003

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/23/2016

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 02/27/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/01/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyung Ho Choe.
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