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Advisers in Kailua-Kona, HI

2 advisers in Kailua-Kona — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Acp Investment Management75-170 Hualalai Rd,, Suite C209 · Kailua-Kona, HI 96740 · (808) 657-6511 · Financial planningCRD 338484 · % of assets, Hourly charges, Fixed fees · $131.9 million AUMSEC registeredNo commissions reportedInvestment Dynamics Consulting Group, LLC75-5591 Palani Road, Suite 3008 · Kailua-Kona, HI 96740 · (808) 329-0911 · Hourly feesCRD 120611 · % of assets, Hourly charges · $10.3 million AUMState registeredNo commissions reported
Talking to advisers in Kailua-Kona? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.