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Marketing Manager · YIM Investment Management, LLC

Susie L. Ing

CRD 1179535 · Named on Form ADV at one SEC-registered adviser

At a glance

YIM Investment Management, LLC, an SEC-registered wealth manager based in Honolulu, HI with $308 million in regulatory assets, lists Susie L. Ing on its Form ADV as Marketing Manager, a control person.

Firms and roles

AtlasMembers

Susie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Mario K. YimManaging Member & Chief Investment Officer, YIM Investment Management, LLC
  • Kaide LiuChief Compliance Officer (CCO), YIM Investment Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Susie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.