Unclaimed Profile

Eun Hee Kim

AEGIS WEALTH MANAGEMENT LLC·BETHESDA, Maryland

Series 65Clean record24 years registeredAEGIS WEALTH MANAGEMENT LLC

6903 ROCKLEDGE DRIVE, BETHESDA, MD 20817CRD# 4539304Firm CRD# 134429

Profile Verification

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

Identity

Eun Hee Kim · BETHESDA, MD

Registration

CRD #4539304 · AEGIS WEALTH MANAGEMENT LLC · 24 years registered

Brand Profile

Not yet started

Career History

AEGIS WEALTH

Mar 2005 – present

ERNST & YOUNG INVESTMENT ADVISERS LLP

May 2002 – Jun 2005

MCLEAN, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 17, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AEGIS WEALTH MANAGEMENT LLC

CRD 134429 · SEC 801-64004

AUM

$699M

Regulatory assets under management

Employees

498 client accounts

Services offered by AEGIS WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AEGIS WEALTH MANAGEMENT LLC →

Introduction

Speak with Eun

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Eun is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BETHESDA?

Browse all registered financial advisors in BETHESDA, Maryland or claim this profile if it's yours.

Browse BETHESDA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Eun Hee Kim offer?

Eun Hee Kim specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BETHESDA, Maryland for a consultation.

What are Eun Hee Kim's credentials?

Eun Hee Kim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eun Hee Kim located?

Eun Hee Kim is based in BETHESDA, Maryland, working with AEGIS WEALTH MANAGEMENT LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.

How does Eun Hee Kim charge for services?

Eun Hee Kim's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % of assets under consultation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AEGIS WEALTH MANAGEMENT LLC?

AEGIS WEALTH MANAGEMENT LLC has approximately 6 employees and manages $699M 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 →