Ingram Advisory Services, LLC
Ingram Advisory Services, LLC is an SEC-registered mass-market adviser in Winter Haven, FL with $109.3M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Ingram Advisory Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 123508, SEC 801-132277, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $109.3M (2026-02-20)
- Firm type
- Mass-Market Adviser
- Location
- Winter Haven, FL
- Employees
- 2
- Clients
- 380
- CRD
- 123508
- Ownership
- INGRAM, DONNIE, EUGENE; THOMAS, EDGAR, ALLEN; SEYMOUR, MICHAEL, GLENN; SEYMOUR, DONNA, MARIA
How much AUM does Ingram Advisory Services, LLC have?
Ingram Advisory Services, LLC reported $109.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns Ingram Advisory Services, LLC?
Disclosed owners and executives of Ingram Advisory Services, LLC include INGRAM, DONNIE, EUGENE, THOMAS, EDGAR, ALLEN, SEYMOUR, MICHAEL, GLENN, SEYMOUR, DONNA, MARIA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.