Kyle Wong
Kyle Wong is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in New York, NY, with 7 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
150 West 56th Street, Suite 4012, New York, NY, 10019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kyle uses W Wealth Strategies LLC as a DBA for marketing purposes and works there full-time. He also works with F3Logic LLC as an outside RIA, provides tax services through WWS Services, and sells insurance products outside of IFG, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
F3logic, LLC
Goldman Sachs & CO. LLCBroker
State Registrations15 states
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