Adviser Profile
| As of Date | 10/24/2019 |
| Registration status | Registration Changed to INGRAM ADVISORY SERVICES, LLC |
| ADV Location | WINTER HAVEN, FL, United States |
| AUM* | 80,605,000 |
| of that, discretionary | 80,605,000 |
| Number of Employees | 5 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 232,291 |
| % High Net Worth | 3.75% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
110M
94M
79M
63M
47M
31M
16M
2016
2017
2018
2019
Private Funds
No private funds