Investment Dynamics Consulting Group, LLC

Investment Dynamics Consulting Group, LLC (CRD# 120611) is a financial advisory firm headquartered in Kailua-kona, HI. They manage $7,438,145 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $676,195
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

HI

Financial Advisors at Investment Dynamics Consulting Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Lauren M. Smith
CRD#: 4534403
75-5591 Palani Road Ste 201, Kailua Kona, HI 96740
87
Wealthminder
score

Lauren Smith (CRD# 4534403) 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.

2
William L. Wong
CRD#: 4534405
75-5591 Palani Road Ste 201, Kailua Kona, HI 96740
87
Wealthminder
score

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.

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