CRD: 123508
Ingram Advisory Services, LLC
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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-07-1999
- Office Locations
- 1
Office Locations
About Ingram Advisory Services, LLC
Ingram Financial Group (Ingram Advisory Services) is a Central Florida wealth manager combining investment advisory, financial planning, active portfolio management, and insurance planning for individuals and local businesses, including 401(k) retirement plans. Led by veteran advisors Michael and Donna Seymour (30+ years each), the firm often implements allocations with ETFs and other public funds, with Pershing listed as a custodian.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DONNA MARIA SEYMOUR
Managing Member
- CRD
- #1714302
- Ownership
- 50% but less than 75%
MICHAEL GLENN SEYMOUR
Chief Compliance Officer, Managing Member
- CRD
- #1597042
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,453,854 | $296,529 |
| Non-Discretionary | $2,855,324 | $17,201 |
| Total | $109,309,178 | $208,208 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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