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Choeng Mo Kim

Allmerits Asset, LLC

Buena Park, CA

CRD 5827438

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Employer firm

Allmerits Asset, LLC CRD 309523

$18.9M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • FINANCIAL CONSULTING

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

Current Employers
Allmerits Asset, Llc

6281 Beach Blvd Suite 116, Buena Park, CA 90621 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-16
  • CA RA
    APPROVED
    Since 2025-01-16

Branch Locations

6281 Beach Blvd Suite 116, Buena Park, CA 90621 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Allmerits Asset, Llc Buena Park CA 01/2025 Present
Independent Healthcare Insurance Agent Buena Park CA 07/2012 Present
  • 01/2025 → Present
    Allmerits Asset, Llc
    Buena Park, CA
  • 07/2012 → Present
    Independent Healthcare Insurance Agent
    Buena Park, CA
Other Businesses

INSURANCE AGENT; MEDICARE AND HEALTHCARE INSURANCE (HEALTHCARE PRODUCTS); INVESTMENT RELATED; LOS ANGELES, CA; 2012; 20 HRS/WK

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-04
S63 Uniform Securities Agent State Law Examination 2010-11-23
  • S65 Uniform Investment Adviser Law Examination
    2024-11-04
  • S63 Uniform Securities Agent State Law Examination
    2010-11-23

View on SEC IAPD

Nearby Firms

APIIS WEALTH MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

HARINNE LEE KIM
JOHN FRANKLIN WEBB
DAEWOO LEE

Nearby Offices

APIIS WEALTH MANAGEMENT CORP. · BUENA PARK, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Buena Park, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BUENA PARK, CA

More in Buena Park, CA

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