Ing Pilgrim Investments, LLC (Scottsdale)
Ing Pilgrim Investments, LLC is a large advisory firm based in Scottsdale. It manages $16.86 billion of regulatory assets for 75 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Arizona.
Ing Pilgrim Investments provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Ing Pilgrim Investments: assets under management
The assets under management (AUM) of Ing Pilgrim Investments, LLC is $16.86 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Ing Pilgrim Investments, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Ing Pilgrim Investments, LLC
Thomas Joseph Mcinerney has been acting as President since 1 Feb 2002. Jeffrey Craig Siegel joined the executive team most recently as the Vice President.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 7 indirect owners.Based in Scottsdale
The principal office where Ing Pilgrim Investments, LLC performs its advisory services is located at 7337 E. Doubletree Ranch Road, Scottsdale, AZ 85258 2034, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 480-477-3000 or by fax 480-477-2087. The normal business hours are 7:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.pilgrimfunds.com.
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