Flora Dong
Investment adviser representative at Arden Global Family Offices
18 yearsExperience
1 stateRegistered in
$146MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsSubscriptionFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Arden Global Family Offices LLCJul 2025 to now
- UBS Financial Services IncNov 2008 to May 2025
Exams passed
- Series 66 · Uniform Combined State Law1999
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (CA).
Arden Global Family Offices
Legal name: Ardenwood Advisors, LLC
$146MAssets managed
12Clients
1Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3232763
- Firm CRD
- 337412