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Leo Chi Wong

ROCKTOP PARTNERS, LLC·IRVING, Texas
Unclaimed Profile
1425 GREENWAY DRIVE, IRVING, TX 75038CRD# 7758002Firm CRD# 283846
01

About

Leo Chi Wong is a registered financial advisor based in IRVING, Texas, affiliated with ROCKTOP 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
ROCKTOP PARTNERS, LLC
ROCKTOP PARTNERS, LLC
AUM
$260M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at ROCKTOP PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7758002
Firm CRD# 283846
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Leo Chi Wong offer?
Leo Chi Wong specializes in Retirement Planning. Contact their office in IRVING, Texas for a consultation.
What are Leo Chi Wong's credentials?
Leo Chi Wong is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leo Chi Wong located?
Leo Chi Wong is based in IRVING, Texas, working with ROCKTOP PARTNERS, LLC. Their office serves clients in the IRVING metropolitan area and surrounding communities.
How does Leo Chi Wong charge for services?
Leo Chi 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 ROCKTOP PARTNERS, LLC?
ROCKTOP PARTNERS, LLC has approximately 18 employees and manages $260M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in IRVING
Crystal Marie Clifford — AVANTAX ADVISORY SERVICES, INC.John Edward Togneri — ROCKTOP PARTNERS, LLCRosemary Kavanaugh Behan — AMERICAN BEACON ADVISORS, INC.Melinda Gay Heika — AMERICAN BEACON ADVISORS, INC.Thomas Porter Trimble — FDL ENERGY ADVISERS, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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