Overview

Assets Under Management: $40.6 billion
High-Net-Worth Clients: 813
Average Client Assets: $543,626

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients

Clients

Number of High-Net-Worth Clients: 813
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.09
Average High-Net-Worth Client Assets: $543,626
Total Client Accounts: 953
Discretionary Accounts: 945
Non-Discretionary Accounts: 8

Regulatory Filings

CRD Number: 143247
Last Filing Date: 2024-12-20 00:00:00
Website: https://impaxam.com