IMBER FINANCIAL GROUP, LLC

Overview

Imber Financial Group, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its client fee arrangements include both a percentage-of-AUM model and fixed fees. Imber reports it is not an active ESG investor and does not operate as a multi-state adviser. The firm lists an affiliation with an insurance company and uses third-party managers as part of its service model.

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