Wealth Manager

    Investment Dynamics Consulting Group, LLC

    Registered investment advisor · Kailua-Kona, Hawaii · CRD #120611

    Assets Under Management
    $10M
    Client Accounts
    17
    Employees
    1
    CRD Number
    120611
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Investment Dynamics Consulting Group, LLC

    Investment Dynamics Consulting Group, LLC is a registered investment advisory firm headquartered in Kailua-Kona, Hawaii, managing approximately $10M in regulatory assets across 17 client accounts. The firm's full regulatory record is filed with the SEC under CRD #120611.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Investment Dynamics Consulting Group, LLC's AUM?

    Investment Dynamics Consulting Group, LLC reports approximately $10M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Investment Dynamics Consulting Group, LLC headquartered?

    Investment Dynamics Consulting Group, LLC is headquartered in Kailua-Kona, Hawaii.

    What is Investment Dynamics Consulting Group, LLC's CRD number?

    Investment Dynamics Consulting Group, LLC's CRD number is 120611. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Investment Dynamics Consulting Group, LLC manage?

    Investment Dynamics Consulting Group, LLC manages approximately 17 client accounts according to its latest SEC filing.

    Is Investment Dynamics Consulting Group, LLC SEC registered?

    Investment Dynamics Consulting Group, LLC is registered as a STATE investment adviser.

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