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| Ingham Russell Investment Advisors Inc
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|
|
|---|---|
| CRD # | 106299 |
| SEC # | 801-39323 |
| CIK # | |
| AUM | $2.0 BB (2023-03-31) |
| Employees | 25 (48% Investors, 0% Brokers) |
| Phone | 305-671-2200 |
| Address | 9350 South Dixie Highway Miami, FL 33156 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 649 | 0.1 |
| (b) Individuals (high net worth individuals) | 152 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 305 | 1.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,106 | 2.0 |
| By Discretionary | ||
| Discretionary | 828 | 0.6 |
| Non-Discretionary | 278 | 1.4 |
| Total | 1,106 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 1,106 | 2.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
SJS Investment Consulting Inc
✚
|
OH | 2.0 |
|
BancWest Investment Services Inc
✚
|
NE | 2.0 |
|
Visionary Wealth Advisors LLC
✚
|
MO | 2.0 |
|
LM Advisors LLC
✚
|
CA | 2.0 |
|
DFPG Investments LLC
✚
|
UT | 2.0 |
|
Sentry Advisors LLC
✚
|
CA | 2.0 |
|
Ashton Thomas Private Wealth LLC
✚
|
AZ | 2.0 |
|
Norris Perne & French LLP
✚
|
MI | 2.0 |
|
Summitry LLC
✚
|
CA | 2.0 |
|
Capital Counsel LLC
✚
|
NY | 2.0 |