Ing Pilgrim Investments, LLC (Scottsdale)

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.

The firm manages $16.86 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $224.73 million each.

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. 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.

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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