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Suehyun Kim

Wilshire

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About Suehyun Kim

Suehyun Kim is an Investment Advisor Representative with Wilshire in Santa Monica, California. Suehyun has been in the financial industry for over 20 years and has held a Series 63, 65, and 7 license. Previously, Suehyun Kim was associated with MORGAN STANLEY DW INC. in PURCHASE, New York. Suehyun Kim is registered with the state of California.

Firm Information

Suehyun Kim is currently registered with Wilshire. Wilshire is a terminated corporation that was formed in 1972 and headquartered in Santa Monica, California. The firm offered a range of advisory services including pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Wilshire managed a total of $94.9 billion in assets for various clients including other investment advisors, pooled investment vehicles, pension and profit-sharing plans, and state or municipal government entities.
Wilshire

1299 OCEAN AVENUE SUITE 600

SANTA MONICA, CA 90401-1085

$94.87B

Assets Under Management

90,910

Total Clients

4

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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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 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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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other

Fee based on number of plan participants

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Suehyun Kim’s Registration & Firm History

CA

01/01/2025 - Present

Wilshire (SANTA MONICA CA)

NY

06/20/2002 - 03/14/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 01/21/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/17/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/19/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Suehyun Kim.
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