Unclaimed Profile

Mark Keizo Iwamoto

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

Series 7, Series 8, Series 63Clean record28 years registeredIWAMOTO, 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. · 28 years registered

Brand Profile

Not yet started

Career History

APRIEM ADVISORS

Apr 1998 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 63

Registration record

First registered · April 15, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

APRIEM ADVISORS

CRD 108188 · SEC 801-55371

AUM

$1.0B

Regulatory assets under management

Employees

2,467 client accounts

Services offered by APRIEM ADVISORS

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at APRIEM ADVISORS →

Introduction

Speak with Mark

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mark is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in IRVINE?

Browse all registered financial advisors in IRVINE, California or claim this profile if it's yours.

Browse IRVINE Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →