Overview
Assets Under Management: $312 million
High-Net-Worth Clients: 67
Average Client Assets: $2 million
Services Offered
Services: Financial Planning
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.23
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,157
Non-Discretionary Accounts: 1,157
Regulatory Filings
CRD Number: 329433
Filing ID: 1955785
Last Filing Date: 2025-03-11 20:31:00
Website: https://immpl.com