Unclaimed Profile

Lea Theresa Kong

APRIEM ADVISORS·IRVINE, California

Clean recordAPRIEM ADVISORS

19200 VON KARMAN AVENUE, IRVINE, CA 92612CRD# 6687062Firm CRD# 108188

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lea Theresa Kong · IRVINE, CA

Registration

CRD #6687062 · APRIEM ADVISORS

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lea Theresa Kong is a registered financial advisor based in IRVINE, California, affiliated with APRIEM ADVISORS. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

APRIEM ADVISORS

AUM

$1.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at APRIEM ADVISORS →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 6687062

Firm CRD# 108188

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lea Theresa Kong offer?

Lea Theresa Kong specializes in Financial Planning, Investment Management. Contact their office in IRVINE, California for a consultation.

What are Lea Theresa Kong's credentials?

Lea Theresa Kong is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lea Theresa Kong located?

Lea Theresa Kong is based in IRVINE, California, working with APRIEM ADVISORS. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Lea Theresa Kong charge for services?

Lea Theresa Kong's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is APRIEM ADVISORS?

APRIEM ADVISORS has approximately 16 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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