A complete list of active advisors currently associated with ING Wealth
Warmer can help you find a great advisor at ING Wealth or one who fits your needs even better.
ING Wealth provides portfolio management and financial planning to individuals, high‑net‑worth individuals, and business entities. Its Comprehensive Portfolio Management service combines discretionary asset management with optional financial planning/consulting and may include ETFs, mutual funds, individual equities and bonds, and the use of third‑party money managers. The firm employs a broad set of analytic methods — including fundamental, technical, quantitative, charting and cyclical analysis — and implements both long‑ and short‑term trading strategies, with the capacity to use margin and options and at least quarterly account reviews. It states a fiduciary standard and tailors model allocations or individualized recommendations based on client risk profiles and goals. Although organized with a single registered advisor, the firm is not structured as a traditional solo practitioner: it compensates non‑advisory personnel for client referrals through an external referral arrangement and may direct clients to a specific custodian while selecting third‑party managers. The firm was recently formed and reported no assets under management as of its February 2026 calculation, which may affect its operational scale relative to more established peers.
To learn more about the advisors currently working at ING Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
La Mesa, CA
| 4
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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