Unclaimed Profile

Eric Wai-Hung Fong

FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT LLC·NEW YORK, New York

Clean recordFIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT LLC

11 WEST 42ND STREET, NEW YORK, NY 10036CRD# 6724222Firm CRD# 285836

Profile Verification

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

Identity

Eric Wai-Hung Fong · NEW YORK, NY

Registration

CRD #6724222 · FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Eric Wai-Hung Fong is a registered financial advisor based in NEW YORK, New York, affiliated with FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT LLC

CIT ASSET MANAGEMENT LLC

AUM

$911M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6724222

Firm CRD# 285836

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Eric Wai-Hung Fong offer?

Eric Wai-Hung Fong specializes in Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.

What are Eric Wai-Hung Fong's credentials?

Eric Wai-Hung Fong is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Wai-Hung Fong located?

Eric Wai-Hung Fong is based in NEW YORK, New York, working with FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Eric Wai-Hung Fong charge for services?

Eric Wai-Hung Fong'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 FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT LLC?

FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT LLC has approximately 21 employees and manages $911M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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