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Steve C Kim

FORUM PARTNERS INVESTMENT MANAGEMENT LLC·OLD GREENWICH, Connecticut
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1700 E. PUTNAM AVENUE, OLD GREENWICH, CT 06870CRD# 2266338Firm CRD# 161192
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About

Steve C Kim is a registered financial advisor based in OLD GREENWICH, Connecticut, affiliated with FORUM PARTNERS INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
FORUM PARTNERS INVESTMENT MANAGEMENT LLC
FORUM PARTNERS INVESTMENT MANAGEMENT LLC
AUM
$190M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at FORUM PARTNERS INVESTMENT MANAGEMENT LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2266338
Firm CRD# 161192
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steve C Kim offer?
Steve C Kim specializes in Retirement Planning. Contact their office in OLD GREENWICH, Connecticut for a consultation.
What are Steve C Kim's credentials?
Steve C Kim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steve C Kim located?
Steve C Kim is based in OLD GREENWICH, Connecticut, working with FORUM PARTNERS INVESTMENT MANAGEMENT LLC. Their office serves clients in the OLD GREENWICH metropolitan area and surrounding communities.
How does Steve C Kim charge for services?
Steve C Kim'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 FORUM PARTNERS INVESTMENT MANAGEMENT LLC?
FORUM PARTNERS INVESTMENT MANAGEMENT LLC is a registered investment adviser with the SEC, managing $190M in regulatory assets under management. See their Form ADV for full details.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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