Kimberly Nguyen Pham
Investment adviser representative at Sand Hill Global Advisors, LLC
13 yearsExperience
1 stateRegistered in
$4.4BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Sand Hill Global Advisors, LLCNov 2021 to now
- Beacon Pointe Advisors, LLCApr 2020 to Oct 2021
- Beacon Pointe Wealth Advisors, LLCMay 2018 to Mar 2020
- Valleytek, Inc.Feb 2013 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sand Hill Global Advisors, LLC
$4.4BAssets managed
572Clients
20Advisers
26 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
- 7004627
- Firm CRD
- 111295