Ingen Strategies, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,567,119
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
60
5% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
60
HighAverage account size
$192,785
About
Ingen Strategies, LLC provides investment advisory and financial planning services primarily to individual clients, including high‑net‑worth individuals, and also serves trusts, estates and business entities. The firm offers portfolio management alongside standalone planning and consulting that can cover retirement, estate, tax and business‑focused topics such as corporate structure, real estate analysis and cost‑segregation studies.
The firm delivers individualized, discretionary portfolio management built around asset‑allocation strategies using stocks, bonds, ETFs and other securities, with both long‑ and short‑term approaches as appropriate. It applies fundamental, qualitative and technical analysis, may recommend third‑party managers, and uses model portfolios accessed through the Altruist Model Marketplace while conducting ongoing monitoring and periodic rebalancing.
Compared with many small advisers, Ingen Strategies combines traditional wealth management with a broader set of corporate and real‑estate consulting services and may enroll accounts in Altruist One, a bundled platform whose subscription fees the firm can absorb or pass through to clients. The brochure discloses that firm representatives are licensed to sell insurance and that the firm’s owner has unrelated business interests; the firm also does not accept proxy‑voting authority for client securities.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Wealth management
Active portfolio management
General tax planning
Occupation focus
Founder/Business Owner
Retired
Fee options
Up to $20,000 flat fee for financial planning and consulting; setup fee up to $1,000 for asset management
Up to $500 per hour
Monthly fee for participation in Altruist One Program; amount varies and may be absorbed by firm or passed to client
Main office location
Ingen Strategies, LLC
17941 Mitchell South, Suite C
Irvine CA 92614, United States
Number of offices
1
Most active in
Ingen Strategies, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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