Aron
Wong
Cooper Mcmanus
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About this Advisor
Aron Wong is a financial advisor based in Irvine, California. Wong is on the advisory team at Cooper Mcmanus. The advisor has gained experience at Loyola Marymount University, University Of California Los Angeles, Everybusiness Hr Essentials, Ft3 Tactical, Huntington Beach High School, Orange County Lacrosse Officials Association, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Cambridge Investment Research Inc and Cooper Mcmanus Wealth Management. Wong has a Series 63 license, certifying them as a securities broker, and is able to serve investors in California. Cooper Mcmanus is a business that has its headquarters in Irvine, CA. It has offices in 21 locations and a total of 40 people on staff. It manages $1 billion in assets under management among its 4,523 customer accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to nine charitable organizations. Of its 4,523 accounts, just 11% are associated with high-net-worth investors who have more than $1 million in investable assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules are based on which services the firm provides the client. However, fees charged by Cooper Mcmanus can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cooper Mcmanus Brokerage Details
$1,296,801,066
40
4,523
$286,713
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Aron Wong Work History
Aron has been registered as a financial advisor for 0 years.*
Cooper Mcmanus Wealth Management
Cambridge Investment Research Inc
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
University Of California Los Angeles
Everybusiness Hr Essentials
Ft3 Tactical
Loyola Marymount University
Orange County Lacrosse Officials Association
Huntington Beach High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Aron Wong to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cooper Mcmanus
Irvine, CA
Irvine, CA
Santa Ynez, CA
Irvine, CA
Thousand Oaks, CA
San Clemente, CA
Irvine, CA
Irvine, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
