RIA Intel›Advisers›California›LEE, KIMUN

LEE, KIMUN

Advisory

SAN FRANCISCO, CA

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in CA

#3,744

of 5,480 advisers by AUM

Average account

$640K

across 59 accounts

AUM per adviser

$38M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$38M

Discretionary AUM$38M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients59

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

59 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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