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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Ingham Russell Investment Advisors Inc
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| CRD # | 106299 |
| SEC # | 801-39323 |
| CIK # | |
| AUM | $2.3 B (2025-03-30) |
| Employees | 10 (100% Investors, 0% Brokers) |
| Phone | 305-671-2200 |
| Address | 9350 South Dixie Highway Miami, FL 33156 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 592 | 0.1 |
| (b) Individuals (high net worth individuals) | 197 | 0.5 |
| (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 | 260 | 1.7 |
| (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 | 1,049 | 2.3 |
| By Discretionary | ||
| Discretionary | 834 | 0.8 |
| Non-Discretionary | 215 | 1.5 |
| Total | 1,049 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 1,049 | 2.3 |
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|---|---|---|
|
36 North Capital Management LLC
✚
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|
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|
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|
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|
McAdam LLC
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