WW
William L. Wong
INVESTMENT DYNAMICS CONSULTING GROUP
KAILUA-KONA, HI 96740
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CRD#: 4534405
WW
Professional summary
William Lawrence Wong is a registered financial advisor currently at INVESTMENT DYNAMICS CONSULTING GROUP, LLC located in Kailua-kona, Hawaii.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. William has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
WLW DEVELOPMENT METHODS INC. Non investment related; same address; real estate development and management; president; no relationship; 1985; 20+ hours per month; performs all financial decisions. KBXTREME LLC. Non investment related; same address; family entertainment center; president of the managing member; 2016; 25+ hours per month; performs all financial decisions. WILLIAM L WONG CPA & ASSOCIATES INC. Non investment related; same address; CPA tax and accounting firm; president; 80+ hours per month; performs consulting and all management and financial decisions. HAWAII EMPLOYEE LEASING PROFESSIONALS LLC DBA HR HAWAII. Non investment related; same address; certified professional employment organization; 40+ hours per month; performs all financial and policy decisions. HR HAWAII INC. Non investment related; same address; certified professional employment organization; 10+ hours per month; performs all financial and policy decisions.
CRS (Client Relationship Summary) - RIA
Click below to view William Lawrence Wong's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 22, 2002 - Present
INVESTMENT DYNAMICS CONSULTING GROUP, LLC
Office #1: 75-5591 Palani Road Suite 3008, Kailua-kona, HI 96740RIA
CRD#: 120611
KAILUA-KONA, HI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Hawaii(8/22/2002)
Exams
Current Firm
ID
INVESTMENT DYNAMICS CONSULTING GROUP, LLC
INVESTMENT DYNAMICS CONSULTING GROUP, LLC
CRD#: 120611 / SEC#:
Hawaii
Registered Investment Advisory firm - (8/12/2002 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
75-5591 Palani Road, Suite 3008, Kailua-kona, HI 96740-3633
Mailing Address
Phone number
(808) 329-0911
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 19 |
| AUM (Assets Under Management) | $ 15,699,572 |
Red Flags
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