INVESTMENT DYNAMICS CONSULTING GROUP, LLC

INVESTMENT DYNAMICS CONSULTING GROUP, LLC of KAILUA-KONA, HI is an SEC-registered investment adviser (CRD 120611). Regulatory assets under management: $10.3M.

Registration

• CRD: 120611
• Type: Registered investment adviser
• Location: 75-5591 PALANI ROAD, SUITE 3008, KAILUA-KONA, HI, 96740-3633
• Phone: 808-329-0911
• Latest filing: 2026-03-23
• Regulatory AUM: $10.3M
• Discretionary AUM: $10.3M
• Clients: 1
• Accounts: 17

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120611 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search