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Steven R. Kim

VERDIS INVESTMENT MANAGEMENT, LLC·WEST CONSHOHOCKEN, Pennsylvania
Unclaimed Profile
ONE TOWER BRIDGE, 100 FRONT STREET, WEST CONSHOHOCKEN, PA 19428CRD# 5078124Firm CRD# 134445
01

About

Steven R. Kim is a registered financial advisor based in WEST CONSHOHOCKEN, Pennsylvania, affiliated with VERDIS INVESTMENT MANAGEMENT, 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
VERDIS INVESTMENT MANAGEMENT, LLC
VERDIS INVESTMENT MANAGEMENT, LLC
AUM
$469M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at VERDIS INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5078124
Firm CRD# 134445
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven R. Kim offer?
Steven R. Kim specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WEST CONSHOHOCKEN, Pennsylvania for a consultation.
What are Steven R. Kim's credentials?
Steven R. Kim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven R. Kim located?
Steven R. Kim is based in WEST CONSHOHOCKEN, Pennsylvania, working with VERDIS INVESTMENT MANAGEMENT, LLC. Their office serves clients in the WEST CONSHOHOCKEN metropolitan area and surrounding communities.
How does Steven R. Kim charge for services?
Steven R. Kim's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VERDIS INVESTMENT MANAGEMENT, LLC?
VERDIS INVESTMENT MANAGEMENT, LLC has approximately 12 employees and manages $469M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WEST CONSHOHOCKEN
Kristen Nolan Winsko — BOENNING & SCATTERGOOD, INC.James C. Biddle — VERDIS INVESTMENT MANAGEMENT, LLCKevin M Gaffey — VERDIS INVESTMENT MANAGEMENT, LLCBrooks Allen Blake — VERDIS INVESTMENT MANAGEMENT, LLCJr. Charles Burkhart — ROSEMONT INVESTMENT PARTNERS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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