Unclaimed Profile

Jim Wookjae Chung

BELVEDERE ASSET MANAGEMENT, LLC·NEWPORT BEACH, California

BELVEDERE ASSET MANAGEMENT, LLC

610 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660CRD# 2399732Firm CRD# 147887

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jim Wookjae Chung · NEWPORT BEACH, CA

Registration

CRD #2399732 · BELVEDERE ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Jim Wookjae Chung is a registered financial advisor based in NEWPORT BEACH, California, affiliated with BELVEDERE ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

BELVEDERE ASSET MANAGEMENT, LLC

AUM

$53M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BELVEDERE ASSET MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2399732

Firm CRD# 147887

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jim Wookjae Chung offer?

Jim Wookjae Chung specializes in Investment Management, Retirement Planning. Contact their office in NEWPORT BEACH, California for a consultation.

What are Jim Wookjae Chung's credentials?

Jim Wookjae Chung is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jim Wookjae Chung located?

Jim Wookjae Chung is based in NEWPORT BEACH, California, working with BELVEDERE ASSET MANAGEMENT, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Jim Wookjae Chung charge for services?

Jim Wookjae Chung's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BELVEDERE ASSET MANAGEMENT, LLC?

BELVEDERE ASSET MANAGEMENT, LLC has approximately 10 employees and manages $53M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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