Claim Profile
AK

Annie Kai Wei Kong

BRACKET VENTURES MANAGEMENT, LLC·WEST HOLLYWOOD, California
Unclaimed Profile
8560 WEST SUNSET BOULEVARD, WEST HOLLYWOOD, CA 90069CRD# 7828581Firm CRD# 291692
01

About

Annie Kai Wei Kong is a registered financial advisor based in WEST HOLLYWOOD, California, affiliated with BRACKET VENTURES MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BRACKET VENTURES MANAGEMENT, LLC
BRACKET CAPITAL
AUM
$935M
Regulatory assets under management
Employees
8
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7828581
Firm CRD# 291692
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WEST HOLLYWOOD?

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Annie Kai Wei Kong offer?
Annie Kai Wei Kong specializes in Retirement Planning. Contact their office in WEST HOLLYWOOD, California for a consultation.
What are Annie Kai Wei Kong's credentials?
Annie Kai Wei Kong is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Annie Kai Wei Kong located?
Annie Kai Wei Kong is based in WEST HOLLYWOOD, California, working with BRACKET VENTURES MANAGEMENT, LLC. Their office serves clients in the WEST HOLLYWOOD metropolitan area and surrounding communities.
How does Annie Kai Wei Kong charge for services?
Annie Kai Wei Kong's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRACKET VENTURES MANAGEMENT, LLC?
BRACKET VENTURES MANAGEMENT, LLC has approximately 8 employees and manages $935M 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 →
Browse by specialty