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Ryan Tong

4 Years of Experience
Houston, TX

Ryan Tong is a registered investment advisor at Ebquant, LLC, based in Houston, TX, with 4 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$23K

Fee Structure

Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Houston, TX

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ryan is a consultant for Clarity.fm, providing business consulting for individuals, dedicating a few hours per week. Ryan is also the founder and owner of Tong Management Group, a bookkeeping and tax consulting company, spending about 10% of his time on this activity.

Employment History
Current Registrations
Ebquant, LLC
December 2021 - Present · 4 yrs 5 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ryan Tong - Financial Advisor | TrueAdvisor