This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- American Funds · Assetmark · Charles Schwab & Company · Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2020
- Office Locations
- 1
Office Locations
About Allmerits Asset, LLC
Allmerits Asset, LLC is an independent fiduciary RIA and insurance agency serving individuals, families, and businesses, with a focus on seniors. It delivers customized portfolio management and financial planning (retirement, college savings, estate and protection) alongside Medicare/healthcare plan support. The investment approach emphasizes low-risk, low-volatility allocations tailored to each client’s risk tolerance and time horizon, using platforms such as Schwab and AssetMark.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAEWOO LEE
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #6938529
- Ownership
- 50% but less than 75%
MATTHEW MINTAE KIM
Chief Financial Officer, TREASURER
- CRD
- #7231967
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
Unlock allContacts
SEONG YOUN CHO
Wealth Advisor
- CRD
- #7026655
KYUNG HO CHOE
Chief Compliance Officer, Financial Advisor, Owner
- CRD
- #4601855
Showing 2 of 10 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,855,725 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,855,725 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing