Ingeniq Capital
Firm details
- Headquarters
- Bedford, Massachusetts
- CRD number
- 327212
- Website
- www.ingeniqcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI69.59%
- Individuals30.41%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Ingeniq Capital is a small, individually owned limited liability company that provides advisory services focused on financial planning and portfolio management for individuals and small businesses. Its stated activities also include pension consulting and offering educational seminars and workshops. The firm accepts multiple fee arrangements — percentage of assets under management, hourly fees, fixed fees and other fee structures — suggesting flexibility in client engagements. It is registered in California and Massachusetts and appears to operate as a compact, locally oriented advisory practice rather than a multi-state or institutional allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Cash & Cash Equivalents24%
- Investment Grade Corp Bonds15%
- US Government Bonds11%
- Other2%
Owners & executives
1 of 1
David Choi
CEO/OwnerCRD 7762630
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bedford, MA
Middlesex
Location
Bedford, MA
Headquartered in Bedford, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 200 Great Rd
- Time zone
- ET (UTC-5)
- Office locations
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