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William Lawrence Wong

Investment Dynamics Consulting Group, LLC

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About William Lawrence Wong

William Lawrence Wong is an Investment Advisor Representative and Certified Public Accountant. He is the president of William L Wong CPA & Associates Inc. and has been in the industry since May of 1976. William is also the President of WLW Development Methods Inc., a real estate development and management firm. He has been a registered investment advisor since 2002, with Investment Dynamics Consulting Group, LLC. William's practice focuses on providing investment advisory services to individuals.

Firm Information

William Wong is currently registered with Investment Dynamics Consulting Group, LLC. 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.

$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.

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William Wong’s Registration & Firm History

HI

08/22/2002 - Present

Investment Dynamics Consulting Group, LLC (KAILUA-KONA HI)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Lawrence Wong.
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