Ecclesia LLC (Seoul, Seoul Special City)

Ecclesia LLC is an adviser based in Seoul, Seoul Special City. It manages $62 thousand of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2019.

Ecclesia provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ecclesia: assets under management

The assets under management (AUM) of Ecclesia LLC is $62 thousand, all of which is managed in discretionary accounts. $29 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $62 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.33 thousand each.

Investments

The firm invests in non-exchange traded securities the most. They account for 95% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ecclesia LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Ecclesia serves?

The only and largest group of clients of Ecclesia is individuals with 6 clients and $62 thousand of assets under management. Among the 3 most similar advisory firms, Ecclesia has the 2nd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $62 thousand for 6 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 50% of the firm’s clients are foreign persons or businesses.

Ecclesia doesn't advise any private funds.

Careers at Ecclesia LLC

The company employs 1 person that is either a part- or full-time employee. No employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Daniel Jun Rim	Partner	1 Jan 2019	75% - 100%	7084253

Based in Seoul, Seoul Special City

The principal office where Ecclesia LLC performs its advisory services is located at Hyochangwon Ro 17, Seoul, Seoul Special City, 04358, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 82-10-4977-5633. The normal business hours are 9am-5pm on Monday - Friday.