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Anna Lee Kim

SRT GROUP LLC·WEST PALM BEACH, Florida
Unclaimed Profile
525 OKEECHOBEE BLVD., WEST PALM BEACH, FL 33401CRD# 4783148Firm CRD# 330219
01

About

Anna Lee Kim is a registered financial advisor based in WEST PALM BEACH, Florida, affiliated with SRT GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SRT GROUP LLC
SRT GROUP LLC
AUM
$58M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SRT GROUP LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4783148
Firm CRD# 330219
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Anna Lee Kim offer?
Anna Lee Kim specializes in Retirement Planning. Contact their office in WEST PALM BEACH, Florida for a consultation.
What are Anna Lee Kim's credentials?
Anna Lee Kim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anna Lee Kim located?
Anna Lee Kim is based in WEST PALM BEACH, Florida, working with SRT GROUP LLC. Their office serves clients in the WEST PALM BEACH metropolitan area and surrounding communities.
How does Anna Lee Kim charge for services?
Anna Lee 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 SRT GROUP LLC?
SRT GROUP LLC has approximately 6 employees and manages $58M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in FloridaNational Fee Analysis
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