Advisor at Sierra Madre Partners LLC
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Firm
Sierra Madre Partners LLC
Location
Cerritos, CA 90703
Credentials
Series 63, Series 65
Industry experience
11 years
Stephen Kim is a financial advisor with Sierra Madre Partners LLC in Cerritos, CA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including 12 years with Sierra Madre Partners. Sierra Madre Partners provides discretionary investment management and financial planning services to individual and high-net-worth clients, focusing on a proprietary global all-cap strategy aimed at long-term capital appreciation. The firm employs a combination of fundamental and technical research and manages accounts on a discretionary basis with client-specific investment guidelines.
Based on Sierra Madre Partners LLC
1.00% annually
Fee-only: Fee-only advisory firm, compensated solely by the Client via advisory fees
17777 Center Court Drive North, Suite 600
Cerritos, CA 90703
California · Louisiana · Texas
Sierra Madre Partners LLC
2014 - Present (12 years)
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