Unclaimed Profile

Mark Keizo Iwamoto

IWAMOTO, KONG & CO., INC.·IRVINE, California

Clean recordIWAMOTO, KONG & CO., INC.

19200 VON KARMAN AVENUE, IRVINE, CA 92612CRD# 1503317Firm CRD# 108188

Profile Verification

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

Identity

Mark Keizo Iwamoto · IRVINE, CA

Registration

CRD #1503317 · IWAMOTO, KONG & CO., INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mark Keizo Iwamoto is a registered financial advisor based in IRVINE, California, affiliated with IWAMOTO, KONG & CO., INC.. 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# 1503317

Firm CRD# 108188

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mark Keizo Iwamoto offer?

Mark Keizo Iwamoto specializes in Financial Planning, Investment Management. Contact their office in IRVINE, California for a consultation.

What are Mark Keizo Iwamoto's credentials?

Mark Keizo Iwamoto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Keizo Iwamoto located?

Mark Keizo Iwamoto is based in IRVINE, California, working with IWAMOTO, KONG & CO., INC.. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Mark Keizo Iwamoto charge for services?

Mark Keizo Iwamoto'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 IWAMOTO, KONG & CO., INC.?

IWAMOTO, KONG & CO., INC. 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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