AdvisorOS Directory
Claim Profile
LC

Lori Kim Choi

VERIS WEALTH PARTNERS, LLC·SAN FRANCISCO, California
Unclaimed Profile
235 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 7090253Firm CRD# 143588
01

About

Lori Kim Choi is a registered financial advisor based in SAN FRANCISCO, California, affiliated with VERIS WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
VERIS WEALTH PARTNERS, LLC
VERIS WEALTH PARTNERS, LLC
AUM
$2.0B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at VERIS WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7090253
Firm CRD# 143588
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN FRANCISCO?

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

Browse SAN FRANCISCO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Lori Kim Choi offer?
Lori Kim Choi specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Lori Kim Choi's credentials?
Lori Kim Choi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lori Kim Choi located?
Lori Kim Choi is based in SAN FRANCISCO, California, working with VERIS WEALTH PARTNERS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Lori Kim Choi charge for services?
Lori Kim Choi's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VERIS WEALTH PARTNERS, LLC?
VERIS WEALTH PARTNERS, LLC has approximately 29 employees and manages $2.0B 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 VERIS WEALTH PARTNERS, LLC

Alison Lyn Pyott
SAN FRANCISCO, CA
Michael Lent
SAN FRANCISCO, CA
Nicole Mariko Davis
SAN FRANCISCO, CA
Steve Harvey Fahrer
SAN FRANCISCO, CA
Anders Faijersson-Ferguson
SAN FRANCISCO, CA
David Emery Hills
SAN FRANCISCO, CA

More Advisors in SAN FRANCISCO, California

Eric Chad Pollack
LEGATO CAPITAL MANAGEMENT, LLC·SAN FRANCISCO, CA
Keiko Kai
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
David Kwan
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
Jane Jinwen Su
BLUM CAPITAL PARTNERS LP·SAN FRANCISCO, CA
Karen Wong
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
Lynn Barbara Spang
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)PASADENA (247)
City Guides
LOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile