Allmerits Asset, LLC

Allmerits Asset, LLC (CRD# 309523) is a financial advisory firm headquartered in Buena Park, CA. They manage $4,773,526 in 62 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
6281 Beach Blvd, Suite 116, Buena Park, CA 90621
https://www.allmerits.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $76,992
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NJ, NV

Financial Advisors at Allmerits Asset, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Seong Cho, financial advisor Buena Park CA
Seong Y. Cho
CRD#: 7026655
6281 Beach Blvd, Suite 116, Buena Park, CA 90621

Seong Cho (CRD# 7026655) is an Investment Advisor Representative working at Allmerits Asset, LLC in Buena Park, CA and has 1 year of experience in the finance industry.

2
Kyung Choe, financial advisor Buena Park CA
Kyung H. Choe
CRD#: 4601855
6281 Beach Blvd, Suite 116, Buena Park, CA 90621

Kyung Choe (CRD# 4601855) is an Investment Advisor Representative working at Allmerits Asset, LLC in Buena Park, CA and has over 21 years of experience in the finance industry.

3
Wayne Park, financial advisor Buena Park CA
Wayne Park
CRD#: 5803421
6281 Beach Blvd, Suite 116, Buena Park, CA 90621

Wayne Park (CRD# 5803421) is an Investment Advisor Representative working at Allmerits Asset, LLC in Buena Park, CA and has over 13 years of experience in the finance industry.

4
Christine Kim, financial advisor Buena Park CA
Christine H. Kim
CRD#: 7352639
6281 Beach Blvd, Suite 116, Buena Park, CA 90621

Christine Kim (CRD# 7352639) is an Investment Advisor Representative working at Allmerits Asset, LLC in Buena Park, CA and has over 3 years of experience in the finance industry.

5
Matthew Kim, financial advisor Buena Park CA
Matthew M. Kim
CRD#: 7231967
6281 Beach Blvd., Suite 116, Buena Park, CA 90621

Matthew Kim (CRD# 7231967) is an Investment Advisor Representative working at Allmerits Asset, LLC in Buena Park, CA and has over 3 years of experience in the finance industry.

6
Min Kim, financial advisor Las Vegas NV
Min J. Kim
CRD#: 7817543
6815 Ponderosa Way, Unit C, Las Vegas, NV 89118

Min Kim (CRD# 7817543) is an Investment Advisor Representative working at Allmerits Asset, LLC in Las Vegas, NV and has 1 year of experience in the finance industry.

7
Daewoo Lee, financial advisor Buena Park CA
Daewoo Lee
CRD#: 6938529
6281 Beach Blvd, Suite 116, Buena Park, CA 90621

Daewoo Lee (CRD# 6938529) is an Investment Advisor Representative working at Allmerits Asset, LLC in Buena Park, CA and has over 3 years of experience in the finance industry.

8
Jungyeal Lee, financial advisor Waldwick NJ
Jungyeal Lee
CRD#: 7713387
Waldwick, NJ

Jungyeal Lee (CRD# 7713387) is an Investment Advisor Representative working at Allmerits Asset, LLC in Waldwick, NJ and has 1 year of experience in the finance industry.

9
Claudia Song, financial advisor Buena Park CA
Claudia H. Song
CRD#: 7773504
6281 Beach Blvd, Suite 116, Buena Park, CA 90621

Claudia Song (CRD# 7773504) is an Investment Advisor Representative working at Allmerits Asset, LLC in Buena Park, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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