Investment adviser representative · Ieq Capital, LLC
Dong Woo Kim
CRD 5445288 · Foster City, CA
At a glance
Dong Woo Kim is an investment adviser representative with Ieq Capital, LLC in Foster City, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Dong Woo’s SEC record dates to 2010, about 15 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Ieq Capital, LLCSince March 2021Foster City, CA · $57B in regulatory assets
SEC adviser record
- Registered since
- 2010 (15 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Dong’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Ieq Capital, LLC
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- Yassin AshourFoster City
- John D. AuerFoster City
- Leon A. BaerFoster City
- Jarrett M. BareFoster City
- Nicolle A. BariaFoster City
- Tyler J. BaumannFoster City
- Anne C. BeyelFoster City
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