ING Wealth

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
340443
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Matthew Gonzales

    Matthew Gonzales

    Managing MemberCRD 7270517

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth