Investment Dynamics Consulting Group, LLC

Investment Dynamics Consulting Group, LLC (CRD# 120611) is a financial advisory firm headquartered in Kailua-kona, HI. They manage $13,985,103 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
75-5591 Palani Road, Suite 3008, Kailua-kona, HI 96740
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $665,957
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

HI

Financial Advisors at Investment Dynamics Consulting Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William Wong, financial advisor Kailua-kona HI
William L. Wong
CRD#: 4534405
75-5591 Palani Road, Suite 3008, Kailua-kona, HI 96740

William Wong (CRD# 4534405) is an Investment Advisor Representative working at Investment Dynamics Consulting Group, LLC in Kailua-kona, HI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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