L
CRD: 118512
LEE, Kimun
SAN Francisco, CA, 94111
4154219686
$37.8M Total AUM
$37.8M Disc. AUM
-- 3Y CAGR
1 Employees
59 ADV. Clients
33 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-04-1992
- Office Locations
- 1
Office Locations
50 California ST 15th FL SAN Francisco CA
About LEE, Kimun
LEE, Kimun is a SAN Francisco-based RIA. The firm has been operating for 33 years. Managing $37.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$37.8M AVG AUM / ADVISOR
$640.1K AVG AUM / CLIENT
6.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
33yrs Firm Age
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Asset Classes
Matrix Ridge Optima Zenith Radial peak
Investment Themes
Peak value
Investment Vehicles
Glacier
Services
Peak Atlas
Owner & Executives
K
KIMUN LEE
Principal
- CRD
- #2258706
- Ownership
- 75% or more
(673) 679-6493
peak.wave@vertexcapital.com
in linkedin.com/in/vector-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,767,779 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,767,779 | -- |
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Separately Managed Accounts
Total SMA Asset: $37,767,779
Equity - Exchange:
29.9% U.S. Government/Agency:
8.4% Equity - OTC:
30.7% Cash:
31.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,038,517,855 | 29.9% |
| U.S. Government/Agency | $291,757,525 | 8.4% |
| Equity - OTC | $1,066,304,286 | 30.7% |
| Cash | $1,076,724,198 | 31.0% |
| Total | $3,473,303,864 | 100.0% |