Ingham Wealth Management, Inc.

Ingham Wealth Management, Inc. (CRD# 147188) is a financial advisory firm headquartered in San Diego, CA. They manage $40,000,000 in 220 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $181,818
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Ingham Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert H. Ingham
CRD#: 2394680
3131 Camino Del Rio North, Ste 370, San Diego, CA 92108
96
Wealthminder
score

Robert Ingham (CRD# 2394680) is an Investment Advisor Representative working at Ingham Wealth Management, Inc. in San Diego, CA and has over 23 years of experience in the finance industry. Robert Ingham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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