Overview
Assets Under Management: $71 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 35
Average Client Assets: $1.6 million
Frequently Asked Questions
INVESTMENT MANAGEMENT ADVISORS, INC. 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 #112265), INVESTMENT MANAGEMENT ADVISORS, INC. is subject to fiduciary duty under federal law.
INVESTMENT MANAGEMENT ADVISORS, INC. is headquartered in NEW YORK, NY.
INVESTMENT MANAGEMENT ADVISORS, INC. serves 35 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, INVESTMENT MANAGEMENT ADVISORS, INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
INVESTMENT MANAGEMENT ADVISORS, INC. manages $71 million in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, INVESTMENT MANAGEMENT ADVISORS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.61%
Average Client Assets: $1.6 million
Total Client Accounts: 140
Discretionary Accounts: 140
Regulatory Filings
CRD Number: 112265
Filing ID: 1172239
Last Filing Date: 2018-03-30 16:40:00