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Building 2INGHAM RETIREMENT GROUP

Map pinMIAMI, FL
Phone305-671-2200
NotebookSEC #801-39323
Total AUM
$2.6B
Employees
10
Clients
1,056

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9350 SOUTH DIXIE HIGHWAY
SUITE 1560
MIAMI
FL 33156
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
305-671-2200

ReceiptFinancials

Total AUM
$2.6B
Accounts
1,056
Discretionary
$983.9M
Accounts
847
Non-Discretionary
$1.6B
Accounts
209

ContactClients

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Individual Clients
629
AUM
$155.5M
HNW Individual Clients
166
AUM
$529.7M
Pension/Profit Sharing Plan Clients
261
AUM
$1.9B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAMDNCNJNYSCTNTX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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