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INGHAM RETIREMENT GROUP
9350 South Dixie Highway
Suite 1560
Miami, Florida 33156
Tel: 305-671-2200
About INGHAM RETIREMENT GROUP
INGHAM RETIREMENT GROUP, formally registered with the SEC as INGHAM RETIREMENT GROUP. The firm was established in 06/27/1991. They have over 1 offices throughout the country.
INGHAM RETIREMENT GROUP is a Miami, Florida based Financial Planning firm with nearly $2,064,398,483 assets under management, offering retirement planning & investment advisory services to 1069 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106299 |
| SEC# | 801-39323 |
| Assets Managed by Firm | $2,064,398,483 |
| No. of Clients | 1069 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1069 | $2,064,398,483 |
| Individuals (other than high net worth individuals) | 609 | $105,924,790 |
| High net worth individuals | 172 | $372,159,108 |
| Pension and profit sharing plans | 288 | $1,586,314,585 |
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