Erik Ong, financial advisor San Diego CA

Erik Ong

CRD Number: 7123840
Current Firm: Verity Asset Management

Erik Ong (CRD# 7123840) is an Investment Advisor Representative working at Verity Asset Management in San Diego, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Encompass More Asset Management LLC Danville, CA Aug 2022 - Current < 1
Encompass More, A Division Of Verity Asset Management Durham, NC May 2019 - Current 3
Appreciation Financial San Diego, CA Oct 2013 - Current 9
Chula Vista Elementary School District Chula Vista, CA Sep 2011 - Oct 2013 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Erik Ong
Phone Number: 919-490-6717
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    818
    MILLIONS
  • Total Number of Accounts
    7,392
    ACCOUNTS
  • Average Account Value
    $110,629
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

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