Dong woo Kim
Investment adviser representative at Ieq Capital, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$56.8BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Ieq Capital, LLCMar 2021 to now
- Morgan Stanley Private Bank, N.AJun 2015 to Feb 2021
- Morgan Stanley Smith BarneyJun 2009 to Feb 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ieq Capital, LLC
$56.8BAssets managed
2,309Clients
197Advisers
7 yearsIn 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
- 5445288
- Firm CRD
- 301819