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WOO, KENNETH WING KWOK

CRD 306204

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Hourly charges; Fixed fees; Performance-based fees; CLIENTS MAY ALLLOW CO-INVESTMENT IN M&A TRANSACTIONS.

Org form

Sole Proprietorship

Filing date

2026-02-20

Disciplinary history

No

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Services

Financial planningMERGERS AND ACQUISITIONS CONSULTING, BUSINESS VALUATIONS FOR LEGAL CASES

All web addresses on file

Official SEC filing: View on IAPD