Overview
Assets Under Management: $382 million
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 33
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.67
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 655
Discretionary Accounts: 641
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 314890
Last Filing Date: 2025-02-21 00:00:00
Website: https://imzfinancial.com