Ingot Finance, Inc.

EST. AUM
$100,000,000

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1

CLIENT ACCOUNTS

Firm Details

Metro area Seattle
CRD Number 334711
Website ingotfinance.com
Client types

Overview

Ingot Finance, Inc. is a technology-driven financial advisory company that offers automated investment advisory and financial planning services through an interactive online interface to individual investors. The firm provides personalized asset allocation recommendations, portfolio construction guidance, ongoing investment monitoring, and rebalancing advice across tiered service levels, helping clients define financial goals, plan for retirement, manage cash flow, and optimize investment strategies while leaving implementation and trade execution in the client’s control. Its fee structure is subscription-based, with varying levels of planning complexity and features designed to make financial guidance accessible without minimum asset requirements.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Ingot Finance, Inc.

Platform Details

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Address

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