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INGEN STRATEGIES, LLC

CRD 314588 · SEC 801-121548

Visit website

17941 MITCHELL SOUTH, SUITE C, IRVINE, CA, 92614, United States

Phone

949-854-4695

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$11.8M

Discretionary AUM

$11.8M

Team

2 total employees; 1 advisory reps; 5 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals57$9.8M
High net worth individuals3$1.8M
Pension/profit sharing plans1$267K

All web addresses on file

Official SEC filing: View on IAPD