IENGAGE ASSET MANAGEMENT LLC

RIASEC 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 a very small, individually owned advisory firm that focuses on portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and reports an equity preference, with a meaningful portion of its investments held in non-exchange traded equities. It is not positioned as an ESG investor, does not operate as a multi-state adviser, and does not identify as a capital allocator or pension consultant. The advisory approach appears hands-on and concentrated: the firm manages a modest asset base and uses separately managed account structures. Its business activity centers on traditional portfolio management rather than running pooled investment products, and it supplements its equity exposure with allocations to mutual funds and third-party real estate managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

    President and Managing PartnerCRD 7057260

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth