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Ingram, Donnie Eugene (Winter Haven)


Ingram, Donnie Eugene is a large advisory firm based in Winter Haven. It manages $31.8 million of regulatory assets for 141 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Florida.

Ingram, Donnie Eugene provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ingram, Donnie Eugene: assets under management

The assets under management (AUM) of Ingram, Donnie Eugene is $31.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $31.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $225.56 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ingram, Donnie Eugene for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Winter Haven

The principal office where Ingram, Donnie Eugene performs its advisory services is located at 799 Overlook Drive, Winter Haven, FL 33884, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 863-326-9833 or by fax 863-875-1855. The normal business hours are 8:00 a.m.-4:00 p.m. on Monday - Friday.


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