I
CRD: 120611
Investment Dynamics Consulting Group, LLC
$10.3M Total AUM
$10.3M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
23 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-12-2002
- Office Locations
- 1
Office Locations
75-5591 Palani Road Suite 3008 Kailua-Kona HI
About Investment Dynamics Consulting Group, LLC
Investment Dynamics Consulting Group, LLC is a Kailua-Kona-based RIA. The firm has been operating for 23 years. Managing $10.3M in total assets under management, with 1 advisory representatives.
Team overview
74 AVG AGE
$10.3M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
23.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
23yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
W
WILLIAM LAWRENCE WONG
Associate, Managing Member
- CRD
- #4534405
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,272,972 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,272,972 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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