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Building 2INGRAM ADVISORY SERVICES, LLC

Map pinWINTER HAVEN, FL
Phone863-326-9833
NotebookSEC #801-64203
Total AUM
$80.6M
Employees
5
Clients
347

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
$80.6M
Accounts
347
Discretionary
$80.6M
Accounts
347
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
334
AUM
$55.6M
HNW Individual Clients
13
AUM
$25M

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

None reported

State Registrations
FLGALATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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