Jonathan
Ingram
Sollinda Capital Management LLC
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About this Advisor
Jonathan Ingram is a financial advisor based in Roanoke, Virginia, working with Sollinda Capital Management LLC. Jonathan has previously held positions at Capital Investment Group, Inc, Capital Investment Advisory Services, LLC, Saxony Securities, and Sollinda Capital Management LLC. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Jonathan is part of Sollinda Capital Management LLC, which operates out of Roanoke, Virginia. The firm has 1 office and 14 employees. The firm manages assets totaling $916.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Sollinda Capital Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sollinda Capital Management LLC Brokerage Details
$916,803,171
14
1,159
$791,029
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jonathan Ingram Work History
Saxony Securities
Sollinda Capital Management LLC
Capital Investment Group, Inc
Capital Investment Advisory Services, LLC
Disclosures
Please visit the SEC profile of Jonathan Ingram to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sollinda Capital Management LLC
Miami, FL
Miami, FL
Miami, FL
Roanoke, VA
Miami, FL
Miami, FL
Hickory, NC
Hickory, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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