Ingen Strategies, LLC

Ingen Strategies, LLC is a financial advisory firm based in Irvine, CA, established in 2021 by Troy Wirth, a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Life Underwriter (CLU®). The firm specializes in providing a wide array of investment advisory services to individuals and various types of clients. As a fiduciary, Ingen Strategies, LLC is committed to acting in the best interest of its clients at all times. The firm offers services such as Asset Management, Comprehensive Portfolio Management, and Financial Planning & Consulting. Clients have the option to grant investment discretion to the firm, allowing them to execute securities transactions on their behalf. Ingen Strategies, LLC does not charge performance-based fees and does not accept proxy authority to vote client securities. Clients of the firm have the choice to custody their assets with recommended custodians, Shareholders Service Group, Inc., and Altruist Financial, LLC. The firm does not receive soft dollars in excess of what is allowed by Section 28(e) of the Securities Exchange Act of 1934. Additionally, clients may provide written authorization for direct payment of advisory fees from their custodial accounts. In terms of management, Troy Wirth oversees the firm's operations and holds various professional designations, including CFP® and CLU®. The firm and its management have not been involved in any disciplinary actions and maintain a commitment to transparency and ethical conduct in all client dealings. For more information, clients can contact Troy Wirth, Chief Compliance Officer, at (949) 854-4695 or visit the firm's website at www.IngenStrategies.com.