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INVESTMENT DYNAMICS CONSULTING GROUP, LLC
CRD 120611
75-5591 PALANI ROAD, SUITE 3008, KAILUA-KONA, HI, 96740-3633, United States
Phone
808-329-0911
Fax
808-329-0913
Registration
— (—)
Source
State registered
Total AUM
$10.3M
Discretionary AUM
$10.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 7 | $10.3M |
Official SEC filing: View on IAPD