Ingeniq Capital

RIAState Registered
Total AUM
$2.8M
Discretionary
$2.8M
100% of AUM
Avg account
$147K
Accounts
19
Employees
1
Advisory reps
1

Firm details

Headquarters
Bedford, Massachusetts
CRD number
327212
Custodians
CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI69.59%
  • Individuals30.41%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Ingeniq Capital is a small, individually owned limited liability company that provides advisory services focused on financial planning and portfolio management for individuals and small businesses. Its stated activities also include pension consulting and offering educational seminars and workshops. The firm accepts multiple fee arrangements — percentage of assets under management, hourly fees, fixed fees and other fee structures — suggesting flexibility in client engagements. It is registered in California and Massachusetts and appears to operate as a compact, locally oriented advisory practice rather than a multi-state or institutional allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 48%, Cash & Cash Equivalents 24%, Investment Grade Corp Bonds 15%, US Government Bonds 11%, Other 2%48%
  • Exchange Traded Equities48%
  • Cash & Cash Equivalents24%
  • Investment Grade Corp Bonds15%
  • US Government Bonds11%
  • Other2%

Owners & executives

1 of 1
  • David Choi

    David Choi

    CEO/OwnerCRD 7762630

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Bedford, MA

Middlesex

Location

Bedford, MA

Headquartered in Bedford, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Middlesex
Address
200 Great Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth