Investment adviser · CRD 314588

INGEN STRATEGIES, LLC

Investment adviser filing (IA)

IRVINE, CA, United States · Form ADV filed Nov 24, 2021

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Nov 24, 2021. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

17941 MITCHELL SOUTH, SUITE C
IRVINE, CA, 92614, United States

CRD 314588

Filing source

Form ADV 1578277 · Nov 24, 2021 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.