← Back to search
LEE, KIMUN
CRD 118512
50 CALIFORNIA STREET, 15TH FL, SAN FRANCISCO, CA, 94111, United States
Phone
415-421-9686
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$37.8M
Discretionary AUM
$37.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $32.8M |
| Pension/profit sharing plans | 4 | $5.0M |
Official SEC filing: View on IAPD