Overview
Assets Under Management: $197 million
Headquarters: GREENVILLE, DE
High-Net-Worth Clients: 171
Average Client Assets: $982,162
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 171
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.86
Average High-Net-Worth Client Assets: $982,162
Total Client Accounts: 497
Discretionary Accounts: 497
Regulatory Filings
CRD Number: 146041
Last Filing Date: 2024-01-24 00:00:00
Website: https://imandp.com