Daniel Dongmin Kim

Employer firm

Hightower Advisors, LLC CRD 145323

$199B regulatory AUM 500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 06/2020
  Ucla
  Los Angeles, CA
• 07/2020 → 03/2021
  Vacation
  Cerritos, CA
• 03/2021 → 11/2021
  Ritholtz Wealth Management
  New York, NY
• 06/2019 → 03/2020
  Signature Estate & Investment Advisors, Llc
  Los Angeles, CA
• 05/2011 → 09/2016
  Student
  Cerritos, CA
• 01/2022 → 04/2024
  Lido Advisors, Llc
  Los Angeles, CA
• 04/2024 → 06/2024
  Connectus Wealth
  Cerritos, CA
• 06/2024 → 04/2025
  Kovitz Investment Group Partners, Llc
  Pasadena, CA
• 05/2025 → Present
  Hightower Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2025-01-06 → 2025-04-29
  Northcoast Asset Management Llc
  Pasedena, CA
• 2024-06-04 → 2024-12-31
  Northcoast Asset Management Llc
  Pasadena, CA
• 2024-04-19 → 2024-07-25
  Connectus Wealth
  Pasadena, CA
• 2022-01-20 → 2024-04-08
  Lido
  Los Angeles, CA
• 2021-09-20 → 2022-01-20
  Ritholtz Wealth Management
  Cerritos, CA
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-20

Designations

• Certified Financial Planner