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Investment Dynamics Consulting Group, LLC

Headquartered in KAILUA-KONA, HI

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Firm Information

Investment Dynamics Consulting Group, LLC is an investment advisor based in . The firm manages $13,985,103 in assets for 21 clients, primarily high-net-worth individuals. Their primary advisory service is portfolio management for individuals.

Investment Dynamics Consulting Group, LLC

$13.99M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

INVESTMENT DYNAMICS CONSULTING GROUP, LLC has a total of 1 branch locations across the country.
location

KAILUA-KONA, HI

Advisors at Investment Dynamics Consulting Group, LLC

View All 1 Advisors
Unclaimed
William Lawrence Wong

PFS®, RA

KAILUA-KONA, HI

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Disclosures

There are no public disclosures for Investment Dynamics Consulting Group, LLC.

Frequently Asked Questions (6)

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