Unclaimed Profile

Belita Na Ong

DALTON INVESTMENTS LLC·SANTA MONICA, California

DALTON INVESTMENTS LLC

1601 CLOVERFIELD BOULEVARD, SANTA MONICA, CA 90404CRD# 1497336Firm CRD# 109538

Profile Verification

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

Identity

Belita Na Ong · SANTA MONICA, CA

Registration

CRD #1497336 · DALTON INVESTMENTS LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Belita Na Ong is a registered financial advisor based in SANTA MONICA, California, affiliated with DALTON INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

Speak with Belita

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

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

Firm Overview

Firm

DALTON INVESTMENTS LLC

AUM

$3.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at DALTON INVESTMENTS LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 1497336

Firm CRD# 109538

View on FINRA BrokerCheck →

Looking for a financial advisor in SANTA MONICA?

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

Browse SANTA MONICA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Belita Na Ong offer?

Belita Na Ong specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA MONICA, California for a consultation.

What are Belita Na Ong's credentials?

Belita Na Ong is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Belita Na Ong located?

Belita Na Ong is based in SANTA MONICA, California, working with DALTON INVESTMENTS LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.

How does Belita Na Ong charge for services?

Belita Na Ong'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 DALTON INVESTMENTS LLC?

DALTON INVESTMENTS LLC has approximately 38 employees and manages $3.3B 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 →