Ingham Russell Investment Advisors Inc is a large advisory firm based in Miami. It manages $1.72 billion of regulatory assets for 1,062 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado, Florida, Georgia, and 5 other states.
Ingham Russell Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ingham Russell Investment Advisors Inc is $1.72 billion. The firm's AUM has grown by 635% since the beginning of its operation, and $9.36 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Ingham Russell Investment Advisors Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Kenneth George Ingham is pension and profit sharing plans with 294 clients and $1.5 billion of assets under management. Among the 11 most similar advisory firms, Ingham Russell Investment Advisors has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $1.71 billion for 1,050 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Ingham Russell Investment Advisors doesn't advise any private funds.
The company employs 51 people that are either part- or full-time employees. 20 percent of the employees work as investment advisers or researchers. 10 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Kenneth George Ingham has been acting as President since 1 Jun 1991. Andrew Roger Newman joined the executive team most recently as the Chief Compliance Officer/General Counsel.
The principal office where Ingham Russell Investment Advisors Inc performs its advisory services is located at 9155 S. Dadeland Blvd., Suite 1512, Miami, FL 33156, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 305-671-2200 or by fax 305-670-6745. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at ingham.com/.