INGHAM RETIREMENT GROUP

RIASEC RegisteredEst. 1991

Total AUM

$2.6B

Discretionary

$984M

38% of AUM

Avg account

$2.5M

Accounts

1,056

Employees

Advisory reps

Firm details

Headquarters: MIAMI, Florida
CRD number: 106299
Registered since: June 27, 1991
Website: www.ingham.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans73.8%
HNWI20.25%
Individuals5.95%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Ingham Retirement Group is a corporate-structured advisor that has been SEC-registered since 1991. The firm is owned by a combination of a domestic entity and an individual and functions as a capital allocator for its clients. Its client mix includes both individual and family clients and institutional relationships. Compensation is charged as a percentage of assets under management. The adviser provides a range of fiduciary services centered on retirement and wealth management: financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, pension consulting services and the selection of other advisers. The firm reports it is not an active ESG investor. Industry connections include broker‑dealer relationships, affiliation with other investment advisers, ties to insurance companies and relationships identified as pension consultant roles.