INGRAM ADVISORY SERVICES, LLC
CRD #123508 SEC #801-132277 WINTER HAVEN, FL 863-326-9833
SEC Registered
Total AUM
$101.7M
Discretionary
$98.4M
Employees
2
Clients
26
Accounts
790
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $101.7M | $98.4M | $3.3M | 2 | 0 |
| Oct 2019 | $80.6M | $80.6M | $0 | 5 | 1 |
| Aug 2019 | $80.6M | $80.6M | $0 | 5 | 1 |
| May 2019 | $80.6M | $80.6M | $0 | 5 | 1 |
| Mar 2019 | $80.6M | $80.6M | $0 | 5 | 1 |
| Nov 2018 | $105M | $100M | $5M | 5 | 1 |
| Jul 2018 | $105M | $100M | $5M | 5 | 1 |
| Mar 2018 | $105M | $100M | $5M | 5 | 1 |
| Dec 2017 | $121.8M | $110M | $11.8M | 5 | 0 |
| Mar 2017 | $121.8M | $110M | $11.8M | 5 | 500 |
| Jul 2016 | $128.1M | $100M | $28.1M | 4 | 500 |
| Mar 2016 | $128.1M | $100M | $28.1M | 4 | 500 |
| Feb 2015 | $136.3M | $120.2M | $16.1M | 4 | 500 |
| Jan 2015 | $125.5M | $86.5M | $39M | 4 | 500 |
| Aug 2014 | $125.5M | $86.5M | $39M | 4 | 500 |
| Jan 2014 | $125.5M | $86.5M | $39M | 4 | 500 |
| Mar 2013 | $139M | $93M | $46M | 10 | 250 |
| Mar 2013 | $200M | $125M | $75M | 16 | 750 |
| Mar 2012 | $200M | $125M | $75M | 6 | 750 |
| Mar 2011 | $125M | $120M | $5M | 10 | -- |
| Apr 2010 | $83M | $53M | $30M | 10 | -- |
| Jan 2008 | $120.2M | $80.2M | $40M | 10 | -- |
| Jan 2007 | $61.7M | $61.7M | $0 | 10 | -- |
| Feb 2006 | $47.4M | $47.4M | $0 | 10 | -- |
DateFeb 2025
Total AUM$101.7M
Discretionary$98.4M
Non-Disc.$3.3M
Employees2
Clients0
DateOct 2019
Total AUM$80.6M
Discretionary$80.6M
Non-Disc.$0
Employees5
Clients1
DateAug 2019
Total AUM$80.6M
Discretionary$80.6M
Non-Disc.$0
Employees5
Clients1
DateMay 2019
Total AUM$80.6M
Discretionary$80.6M
Non-Disc.$0
Employees5
Clients1
DateMar 2019
Total AUM$80.6M
Discretionary$80.6M
Non-Disc.$0
Employees5
Clients1
DateNov 2018
Total AUM$105M
Discretionary$100M
Non-Disc.$5M
Employees5
Clients1
DateJul 2018
Total AUM$105M
Discretionary$100M
Non-Disc.$5M
Employees5
Clients1
DateMar 2018
Total AUM$105M
Discretionary$100M
Non-Disc.$5M
Employees5
Clients1
DateDec 2017
Total AUM$121.8M
Discretionary$110M
Non-Disc.$11.8M
Employees5
Clients0
DateMar 2017
Total AUM$121.8M
Discretionary$110M
Non-Disc.$11.8M
Employees5
Clients500
DateJul 2016
Total AUM$128.1M
Discretionary$100M
Non-Disc.$28.1M
Employees4
Clients500
DateMar 2016
Total AUM$128.1M
Discretionary$100M
Non-Disc.$28.1M
Employees4
Clients500
DateFeb 2015
Total AUM$136.3M
Discretionary$120.2M
Non-Disc.$16.1M
Employees4
Clients500
DateJan 2015
Total AUM$125.5M
Discretionary$86.5M
Non-Disc.$39M
Employees4
Clients500
DateAug 2014
Total AUM$125.5M
Discretionary$86.5M
Non-Disc.$39M
Employees4
Clients500
DateJan 2014
Total AUM$125.5M
Discretionary$86.5M
Non-Disc.$39M
Employees4
Clients500
DateMar 2013
Total AUM$139M
Discretionary$93M
Non-Disc.$46M
Employees10
Clients250
DateMar 2013
Total AUM$200M
Discretionary$125M
Non-Disc.$75M
Employees16
Clients750
DateMar 2012
Total AUM$200M
Discretionary$125M
Non-Disc.$75M
Employees6
Clients750
DateMar 2011
Total AUM$125M
Discretionary$120M
Non-Disc.$5M
Employees10
Clients--
DateApr 2010
Total AUM$83M
Discretionary$53M
Non-Disc.$30M
Employees10
Clients--
DateJan 2008
Total AUM$120.2M
Discretionary$80.2M
Non-Disc.$40M
Employees10
Clients--
DateJan 2007
Total AUM$61.7M
Discretionary$61.7M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$47.4M
Discretionary$47.4M
Non-Disc.$0
Employees10
Clients--