Overview
Assets Under Management: $312 million
High-Net-Worth Clients: 67
Average Client Assets: $2 million
Frequently Asked Questions
INTERNATIONAL MONEY MATTERS PRIVATE LIMITED is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #329433), INTERNATIONAL MONEY MATTERS PRIVATE LIMITED is subject to fiduciary duty under federal law.
INTERNATIONAL MONEY MATTERS PRIVATE LIMITED serves 67 high-net-worth clients according to their SEC filing dated March 11, 2025. View client details ↓
According to their SEC Form ADV, INTERNATIONAL MONEY MATTERS PRIVATE LIMITED offers financial planning. View all service details ↓
INTERNATIONAL MONEY MATTERS PRIVATE LIMITED manages $312 million in client assets according to their SEC filing dated March 11, 2025.
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