Kyle Christian Kong
Investment adviser representative at Apriem Advisors
12 yearsExperience
1 stateRegistered in
$1.5BFirm assets
28 yearsFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Apriem AdvisorsJul 2024 to now
- UnemployedMay 2024 to Jun 2024
- Triguard ManagementMar 2024 to May 2024
- UnemployedAug 2023 to Mar 2024
- Radiology Associates of North TexasJun 2022 to Jul 2023
- Southwest AirlinesJan 2022 to Jun 2022
- UnemployedJan 2014 to Jan 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Apriem Advisors
$1.5BAssets managed
1,071Clients
13Advisers
28 yearsIn 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
- 7965876
- Firm CRD
- 108188