Overview
Assets Under Management: $105 million
Headquarters: WINTER HAVEN, FL
High-Net-Worth Clients: 100
Average Client Assets: $0.5 million
Frequently Asked Questions
INGRAM ADVISORY SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #123508), INGRAM ADVISORY SERVICES, LLC is subject to fiduciary duty under federal law.
INGRAM ADVISORY SERVICES, LLC is headquartered in WINTER HAVEN, FL.
INGRAM ADVISORY SERVICES, LLC serves 100 high-net-worth clients according to their SEC filing dated November 05, 2018. View client details ↓
According to their SEC Form ADV, INGRAM ADVISORY SERVICES, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
INGRAM ADVISORY SERVICES, LLC manages $105 million in client assets according to their SEC filing dated November 05, 2018.
According to their SEC Form ADV, INGRAM ADVISORY SERVICES, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 100
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.62%
Average Client Assets: $0.5 million
Total Client Accounts: 400
Discretionary Accounts: 375
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 123508
Filing ID: 1247794
Last Filing Date: 2018-11-05 16:31:00