ING Wealth
Firm details
- Headquarters
- ,
- CRD number
- 340443
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
ING Wealth is organized as a limited liability company and is owned by an individual. The firm’s stated advisory activities center on financial planning and discretionary portfolio management for individuals and small-business clients. Its fee structure is a mix of percentage-of-assets-under-management, hourly charges, and fixed fees, indicating flexibility to serve both ongoing investment relationships and project-based planning engagements. Firm-level attributes in the available data show ING Wealth does not act as a capital allocator and is not classified as an active ESG investor. It is not identified as a multi-state adviser, a pension consultant, a related adviser to another registered firm, or a newly formed adviser. The SEC registration year is not provided and the client-base details are not specified. The record notes the firm maintains two office locations.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Matthew Gonzales
Managing MemberCRD 7270517
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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