Investment Dynamics Consulting Group, LLC

Overview

Investment Dynamics Consulting Group, LLC is a state registered investment adviser based in Kailua Kona, HI, registered since 2002. It reports $10.3M in assets under management across 17 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$10.3M

Discretionary

100%

Accounts

17

Average account

$604K

Employees

1

Advisory reps

1

Registered since

2002

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business

Client types

• High Net Worth Individuals

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• William Lawrence Wong Managing Member CRD 4534405

Advisory reps 1 of 1

• William Lawrence Wong Investment Adviser Rep CRD 4534405

Location

Headquarters

75-5591 Palani Rd Ste 3008
Kailua Kona, HI 96740

County

Hawaii

Metro area

Hilo, HI

Region

West

Registrations

• State registered
• Registered in 1 jurisdiction

Every state, with registration dates

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