AdvisorOS Directory
Claim Profile
SK

Stacie Sungeun Kim

ACCORD ASSET PARTNERS, LLC·SAN DIEGO, California
Unclaimed Profile
12680 HIGH BLUFF DRIVE, SUITE 150, SAN DIEGO, CA 92130CRD# 4061961Firm CRD# 323962
01

About

Stacie Sungeun Kim is a registered financial advisor based in SAN DIEGO, California, affiliated with ACCORD ASSET PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ACCORD ASSET PARTNERS, LLC
ACCORD ASSET PARTNERS, LLC
AUM
$168M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at ACCORD ASSET PARTNERS, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 4061961
Firm CRD# 323962
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN DIEGO?

Browse all registered financial advisors in SAN DIEGO, California or claim this profile if it's yours.

Browse SAN DIEGO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Stacie Sungeun Kim offer?
Stacie Sungeun Kim specializes in Retirement Planning, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.
What are Stacie Sungeun Kim's credentials?
Stacie Sungeun Kim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stacie Sungeun Kim located?
Stacie Sungeun Kim is based in SAN DIEGO, California, working with ACCORD ASSET PARTNERS, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Stacie Sungeun Kim charge for services?
Stacie Sungeun Kim's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCORD ASSET PARTNERS, LLC?
ACCORD ASSET PARTNERS, LLC has approximately 15 employees and manages $168M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ACCORD ASSET PARTNERS, LLC

Christopher James Lackner
SAN DIEGO, CA
Joshua Evans Merrill
SAN DIEGO, CA
Kevin Michael Webb
SAN DIEGO, CA

More Advisors in SAN DIEGO, California

Nicolette Irisa Denney
KEYSTONE CAPITAL CORPORATION·SAN DIEGO, CA
Mary Kathryn Simonson
CUSO FINANCIAL SERVICES, L.P.·SAN DIEGO, CA
Joel Elliot Marks
FIRST ALLIED SECURITIES, INC.·SAN DIEGO, CA
Caroline A Barberio
MISSION VENTURES OPERATING COMPANY, LLC·SAN DIEGO, CA
Mark David Quinn
FIRST ALLIED SECURITIES, INC.·SAN DIEGO, CA
Eric Bart Nettere
WASHINGTON WEALTH MANAGEMENT, LLC·SAN DIEGO, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)PASADENA (247)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile