Kyle
Wong
Independent Financial Group, LLC
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About this Advisor
Kyle Wong is a financial advisor who works out of New York, New York with 1 year of relevant experience. Wong is an employee of Independent Financial Group, LLC. Throughout their career, they have worked at Goldman Sachs & Co. LLC, Goldman Sachs, Colby College, Frank Wong, Colby College - Maine, Phil Reicherz, Northern Valley Old Tappan High School, Swim America, Independent Financial Group and F3 Logic, LLC. Wong holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey and New York. Independent Financial Group, LLC is a financial advisory firm operating out of San Diego, CA. The firm has offices in 364 locations and a total of 697 people on staff. It has $6 billion in assets under management across its 27,435 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 48 charitable organizations. Of its 27,435 accounts, just 3% belong to high-net-worth individuals who have more than $1 million in investable assets. Independent Financial Group, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fee types billed by Independent Financial Group, LLC likely are comprised of some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Financial Group, LLC Brokerage Details
$5,978,096,039
697
27,435
$217,900
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
Kyle Wong Work History
Kyle has been registered as a financial advisor for 1 years.*
F3 Logic, LLC
Independent Financial Group
Goldman Sachs & Co. LLC
Goldman Sachs
Colby College
Goldman Sachs
Colby College
Frank Wong
Colby College - Maine
Colby College
Phil Reicherz
Northern Valley Old Tappan High School
Swim America
*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 Kyle 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 Independent Financial Group, LLC
San Diego, CA
San Diego, CA
Tehachapi, CA
Chandler, AZ
Amarillo, TX
New Britain, CT
San Diego, CA
Reno, NV
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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