Unclaimed Profile

David Jung Wong

AUDAX MANAGEMENT COMPANY, LLC·BOSTON, Massachusetts

Clean recordAUDAX MANAGEMENT COMPANY, LLC

101 HUNTINGTON AVENUE, BOSTON, MA 02199CRD# 7529248Firm CRD# 160483

Profile Verification

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

Identity

David Jung Wong · BOSTON, MA

Registration

CRD #7529248 · AUDAX MANAGEMENT COMPANY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Jung Wong is a registered financial advisor based in BOSTON, Massachusetts, affiliated with AUDAX MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

AUDAX MANAGEMENT COMPANY, LLC

AUDAX PRIVATE EQUITY

AUM

$19.0B

Regulatory assets under management

Employees

255

Total firm employees

View all advisors at AUDAX MANAGEMENT COMPANY, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Other: CARRIED INTEREST

Regulatory

SEC/IARD CRD# 7529248

Firm CRD# 160483

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Jung Wong offer?

David Jung Wong specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.

What are David Jung Wong's credentials?

David Jung Wong is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Jung Wong located?

David Jung Wong is based in BOSTON, Massachusetts, working with AUDAX MANAGEMENT COMPANY, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does David Jung Wong charge for services?

David Jung Wong's firm is compensated through percentage of aum, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AUDAX MANAGEMENT COMPANY, LLC?

AUDAX MANAGEMENT COMPANY, LLC has approximately 255 employees and manages $19.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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