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Building 2INGRAM ADVISORY SERVICES, LLC

Map pinWINTER HAVEN, FL
Phone863-326-9833
NotebookSEC #801-132277
Total AUM
$109.3M
Employees
2
Clients
380

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
799 OVERLOOK DRIVE
WINTER HAVEN
FL 33884
United States
Operating Hours
8:00 A.M.-4:00 P.M.
MONDAY - THURSDAY 8AM-5PM; FRIDAY 8AM-4PM
Phone
863-326-9833

ReceiptFinancials

Total AUM
$109.3M
Accounts
525
Discretionary
$106.5M
Accounts
359
Non-Discretionary
$2.9M
Accounts
166

ContactClients

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Individual Clients
359
AUM
$74.1M
HNW Individual Clients
21
AUM
$35.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ADVISORY CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
FLGATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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