Iengage Asset Management LLC
Firm details
- Headquarters
- Princeton, New Jersey
- CRD number
- 299108
- Custodians
- INTERACTIVE BROKERS LLC, RBC CAPITAL MARKETS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI80%
- Individuals20%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Iengage Asset Management LLC is an independently owned limited liability company that operates as a registered investment adviser focused on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and is run by an individual owner rather than as part of a larger broker-dealer or multifirm network. Its filings indicate a basic emphasis on equity exposures; the firm does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities50%
- Exchange Traded Equities40%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Jiayi Li
President and Managing PartnerCRD 7057260
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Princeton, NJ
Mercer
Location
Princeton, NJ
Headquartered in Princeton, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Mercer
- Address
- 300 Carnegie Ctr
- Time zone
- ET (UTC-5)
- Office locations
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