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Willo Yu Lim

Atlantic Investments A Registered Investment Advisor, Inc.

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About Willo Yu Lim

Willo Yu Lim is an investment advisor representative associated with Atlantic Investments A Registered Investment Advisor, Inc., with over 28 years of experience in the financial services industry. Willo Yu Lim is licensed to provide advisory services in California. Willo Yu Lim has been registered with the Securities and Exchange Commission since January 30, 2019. Willo Yu Lim is also licensed to provide services to individuals and other investment advisors. Willo Yu Lim's firm specializes in financial planning and selection of other advisors.

Firm Information

Willo Lim is currently registered with Atlantic Investments A Registered Investment Advisor, Inc.. Atlantic Investments A Registered Investment Advisor, Inc. is a Registered Investment Advisor with 2 licensed agents and 2 investment adviser representatives. The firm offers financial planning and selection of other advisors.

Not reported

Assets Under Management

212

Total Clients

39

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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other

Referral fees

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Willo Lim’s Registration & Firm History

NA

01/30/2019 - Present

Atlantic Investments A Registered Investment Advisor, Inc. (Cebu )

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Willo Yu Lim.
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