Iwamoto, Kong & Co., Inc. is a large advisory firm based in Irvine. It manages $431.12 million of regulatory assets for 1,473 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Arizona, California, Colorado, and 6 other states.
Iwamoto, Kong & Co. provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Iwamoto, Kong & Co., Inc. is $431.12 million. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Iwamoto, Kong & Co., Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Iwamoto, Kong & Co., Inc. performs its advisory services is located at 19200 Von Karman Avenue, Irvine, CA 92612, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (949) 253-8888 or by fax (949) 253-8891. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at apriem.com.