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Wong Denis & Associates Inc (Honolulu)


Wong Denis & Associates Inc is an adviser based in Honolulu. It manages $5.7 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2001.

Wong Denis & Associates provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wong Denis & Associates: assets under management

The assets under management (AUM) of Wong Denis & Associates Inc is $5.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -89% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $569.85 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wong Denis & Associates Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Honolulu

The principal office where Wong Denis & Associates Inc performs its advisory services is located at 1314 S King St, Honolulu, HI 96814, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 808-593-9931 or by fax 808-591-8347. The normal business hours are 8:00am to 4:00 pm on Monday - Friday.


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