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Ingham Retirement Group
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Miami, Florida
$2.0 billion AUM
1 office

Ingham Retirement Group is based in Miami, Florida and has $2.0 billion in assets under management.

Location
9155 S. Dadeland Blvd., Suite 1512
Miami, FL 33156
$2.0 billion
AUM
50
Employees
AUM Share
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$1,998,031,502
Assets under management
1,021 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 622 $101,086,371 5% $162,518
High net worth individuals 105 $182,074,207 9% $1,734,040
Pension and profit sharing plans 294 $1,714,870,924 86% $5,832,894
Employees Share
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50
Employees
10
Investment analysts
20% of total employees
AUM per employee Share
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$1,998,031,502
Assets under management
$39,960,630
AUM per employee
$199,803,150
AUM per investment analyst
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Compensation

Ingham Retirement Group makes money through the following ways:

  • Percentage of AUM
Services offered

Ingham Retirement Group provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
Business activities
  • Insurance broker or agent
Firm data Share
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CRD number 106,299
SEC number 801-39323
Legal structure Corporation
Legal governance Florida, United States
Latest ADV filing date May 29, 2020

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