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| Keyboard |
| Ingram Advisory Services LLC
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|---|---|
| CRD # | 123508 |
| SEC # | 801-132277 |
| CIK # | |
| AUM | 109.3 M (2026-02-20) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 863-326-9833 |
| Address | 799 Overlook Drive Winter Haven, FL 33884 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 359 | 74.1 |
| (b) Individuals (high net worth individuals) | 21 | 35.2 |
| (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 | 0 | 0.0 |
| (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 | 525 | 109.3 |
| By Discretionary | ||
| Discretionary | 359 | 106.5 |
| Non-Discretionary | 166 | 2.9 |
| Total | 525 | 109.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.3 | |
| Total | 525 | 109.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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|
Fairlight Advisors LLC
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CA | 109.3 M |
|
Aspire Advisors LLC
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|
Partners Capital Services Inc
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NY | 109.1 M |
|
A Better Way Financial LLC
✚
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PA | 109.0 M |