Iengage Asset Management LLC

RIAState Registered
Total AUM
$1.5M
Discretionary
$1.5M
100% of AUM
Avg account
$500K
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
Princeton, New Jersey
CRD number
299108
Custodians
INTERACTIVE BROKERS LLC, RBC CAPITAL MARKETS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI80%
  • Individuals20%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Iengage Asset Management LLC is an independently owned limited liability company that operates as a registered investment adviser focused on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and is run by an individual owner rather than as part of a larger broker-dealer or multifirm network. Its filings indicate a basic emphasis on equity exposures; the firm does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 50%, Exchange Traded Equities 40%, Cash & Cash Equivalents 10%50%
  • Non-Exchange Traded Equities50%
  • Exchange Traded Equities40%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • Jiayi Li

    Jiayi Li

    President and Managing PartnerCRD 7057260

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Princeton, NJ

Mercer

Location

Princeton, NJ

Headquartered in Princeton, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Mercer
Address
300 Carnegie Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth