Ingalls & Snyder, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 2288
- Registered since
- July 18, 1953
- Website
- www.ingalls.net
- Custodians
- INGALLS & SNYDER, LLC, CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
Firm profile
FINTRXOverview
Ingalls & Snyder, LLC is a long-established SEC-registered wealth management firm, organized as a limited liability company and on record with the SEC since 1953. The firm operates as a private wealth manager with a balance of discretionary asset management and custody activity, and it maintains a mix of public-equity and alternative allocations. Public rankings have recognized the firm several times: Financial Times (Top 300 RIA Firms, 2020), FA Magazine (Top RIA Firms, 2020), Forbes (2024) and Barron’s (Top 100 RIA Firms, 2025).
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities77%
- Non-Exchange Traded Equities11%
- Cash & Cash Equivalents6%
- US Government Bonds3%
- Investment Grade Corp Bonds2%
Owners & executives
3 of 4Christian Park
General Counsel and Chief Compliance OfficerCRD 3106787
Thomas Boucher
Chief Executive OfficeCRD 730430
Frank Stolba
Chief Financial Officer & Managing DirectorCRD 3087097
Contacts
3 of 59
Cintia Kempkes
Senior Vice PresidentCRD 5283613
Rochelle Wagenheim
Senior Vice PresidentCRD 4385880
Delphia Polle
Assistant Portfolio ManagerCRD 6170028
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$134M in ETFs
98%
$132M
1%
$2.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $20.6M | 30,008 | 15.37% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, 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
- New York
- Address
- 1 Rockefeller Plz
- Time zone
- ET (UTC-5)
- Office locations
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