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Seong Youn Cho

Allmerits Asset, LLC

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About Seong Youn Cho

Seong Youn Cho is a financial advisor with Allmerits Asset, LLC. Seong Youn Cho is based in Buena Park, CA and has been in the industry since April 2009. Seong Youn Cho has a total of 121 clients with approximately $11,162,973 under management. Seong Youn Cho specializes in retirement planning, estate planning, and insurance planning. Seong Youn Cho is a Certified Financial Planner (CFP®).

Firm Information

Seong Cho 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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Seong Cho’s Registration & Firm History

CA

11/04/2020 - Present

Allmerits Asset, LLC (BUENA PARK CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Seong Youn Cho.
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