Ingham Russell Investment Advisors Inc (Miami)

Name: Ingham Russell Investment Advisors Inc
Address: 9155 S. Dadeland Blvd., Suite 1512, Miami, FL, 33156
Telephone: 305-671-2200

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.

Ingham Russell Investment Advisors: assets under management

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 firm manages $263.45 million in discretionary accounts and $1.46 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $336.47 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.22 million.

Investments

The firm invests in state and local bonds the most. They account for 56% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 44% of the firm’s portfolio.

Fees & Commissions

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.

What kind of clients Kenneth George Ingham serves?

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.

Careers at Ingham Russell Investment Advisors Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kenneth George Ingham	President/ceo	1 Jun 1991	50% - 75%	1805459
Linda Marie Ingham	Secretary	1 Jun 1991	25% - 50%	4341833
Marc Jeffrey Eichberg	Treasurer	1 Jun 1991	Other	1525953
George Edward Anderton	Vice president	1 Jun 1991	Other	2011377
John Henry Kuhlken	Vice president/operations	1 Feb 1992	Other	2993402
Andrew Roger Newman	Chief compliance officer/general counsel	1 Dec 1998	Other	2512921

Based in Miami

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/.