Chief Client Service Operations Officer · Aspiriant, LLC
Young S. Kim
CRD 5306274 · Named on Form ADV at one SEC-registered adviser
At a glance
Aspiriant, LLC, an SEC-registered wealth manager based in Los Angeles, CA with $18.0 billion in regulatory assets, lists Young S. Kim on its Form ADV as Chief Client Service Operations Officer, a control person.
Firms and roles
- Aspiriant, LLCChief Client Service Operations OfficerWealth manager · Los Angeles, CA · $18B in regulatory assets
AtlasMembers
Young’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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Colleagues named on the same filings (14)
- Robert J. FrancaisChief Executive Officer, Board of Directors, Aspiriant, LLC
- John D. AllenChief Investment Officer, Aspiriant, LLC
- Summer A. HammonsChief People Officer, Aspiriant, LLC
- Sandra L. BragarChief Client Officer, Aspiriant, LLC
- Ryan P. BensonBoard of Directors, Aspiriant, LLC
9 more people named with Young on the same filings, with titles and firms. Free in Atlas with a free account.
See all 14 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Young’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.