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INGRAM ADVISORY SERVICES, LLC
CRD 123508 · SEC 801-132277
799 OVERLOOK DRIVE, WINTER HAVEN, FL, 33884, United States
Phone
863-326-9833
Fax
863-875-1855
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$109.3M
Discretionary AUM
$106.5M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 359 | $74.1M |
| High net worth individuals | 21 | $35.2M |
States served
GA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD