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Yu Lung Wong

HUMMINGBIRD PARTNERS, LLC·ELKHART, Indiana
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300 NIBCO PARKWAY, SUITE 301, ELKHART, IN 46516-3576CRD# 5681491Firm CRD# 173269
01

About

Yu Lung Wong is a registered financial advisor based in ELKHART, Indiana, affiliated with HUMMINGBIRD PARTNERS, 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
HUMMINGBIRD PARTNERS, LLC
HUMMINGBIRD PARTNERS, LLC
AUM
$85M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at HUMMINGBIRD PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5681491
Firm CRD# 173269
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Yu Lung Wong offer?
Yu Lung Wong specializes in Retirement Planning. Contact their office in ELKHART, Indiana for a consultation.
What are Yu Lung Wong's credentials?
Yu Lung Wong is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Yu Lung Wong located?
Yu Lung Wong is based in ELKHART, Indiana, working with HUMMINGBIRD PARTNERS, LLC. Their office serves clients in the ELKHART metropolitan area and surrounding communities.
How does Yu Lung Wong charge for services?
Yu Lung Wong'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 HUMMINGBIRD PARTNERS, LLC?
HUMMINGBIRD PARTNERS, LLC has approximately 7 employees and manages $85M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Indiana
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City Guides
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Research
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