Daniel Yung Kim
Investment adviser representative at Penserra Wealth Management
14 yearsExperience
2 statesRegistered in
CFADesignation
$2.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Penserra Wealth ManagementApr 2026 to now
- Saturna Brokerage ServicesMar 2023 to now
- Saturna Capital CorporationMar 2023 to now
- Blackcrane CapitalJul 2012 to Jul 2023
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, WA).
Penserra Wealth Management
Legal name: Penserra Wealth Management LLC
$2.5MAssets managed
8Clients
12Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4550031
- Firm CRD
- 333218