$2.8M Total AUM
$2.8M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Timber optima
- Established Date
- 07-28-2023
- Office Locations
- 1
Office Locations
200 Great Road Suite 211 Bedford MA
About Ingeniq Capital
Ingeniq Capital is a fee-only fiduciary RIA providing comprehensive wealth management across financial planning, investment management, and tax services. The firm serves retail clients (including business owners) and builds diversified portfolios that commonly use ETFs and fixed income. Custody includes Charles Schwab and Altruist.
Team overview
-- AVG AGE
$2.8M AVG AUM / ADVISOR
$278.8K AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Focus Zenith timber Quantum
Client Personas
Legacy optima
Custodian
Peak oak
Investment Themes
Harbor matrix Matrix harbor Focus focus
Investment Vehicles
Crest crest
Services
Beacon peak Legacy Optima summit Radial pathway Optima Ember Value
Technology
Beacon momentum
Owner & Executives
D
David Hyomin Choi
Chief Compliance Officer, Chief Executive Officer
- CRD
- #7762630
- Ownership
- 75% or more
(898) 755-1702
delta.unison@quantumcapital.com
in linkedin.com/in/horizon-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,787,600 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,787,600 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,787,600
Equity - Exchange:
20.4% Cash:
20.1% Corporate - Investment Grade:
7.6% U.S. Government/Agency:
22.0% Other:
29.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $943,968,311 | 20.4% |
| Cash | $930,086,424 | 20.1% |
| Corporate - Investment Grade | $351,674,469 | 7.6% |
| U.S. Government/Agency | $1,018,005,041 | 22.0% |
| Other | $1,383,561,396 | 29.9% |
| Total | $4,627,295,641 | 100.0% |