Imber Financial Group, LLC

RIASEC Registered

Total AUM

$106M

Discretionary

$106M

100% of AUM

Avg account

$205K

Accounts

518

Employees

8

Advisory reps

4

Firm details

Headquarters: Ann Arbor, Michigan
CRD number: 144846
Website: imberwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, CHARLES SCHWAB & CO., INC., ASSET MARK
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals51.18%
HNWI48.82%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Imber Financial Group, LLC is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm functions as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Its fee model combines AUM-based fees with fixed fees. Imber reports an insurance-company industry affiliation and does not identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds67%
Exchange Traded Equities25%
Cash & Cash Equivalents6%
State & Local Bonds1%
Investment Grade Corp Bonds1%

Owners & executives

1 of 1

Jonathan Imber
CEOCRD 6535195

Contacts

3 of 3

Michael Doyle
Client Relationship ManagerCRD 8129059
Jeffrey Imber
Founder & Investment AdvisorCRD 5438695
Adam Schnepf
Client Relationship ManagerCRD 8229979

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Ann Arbor, MI

Washtenaw

Location

Ann Arbor, MI

Headquartered in Ann Arbor, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area: Detroit-Warren-Ann Arbor, MI
Region: Midwest
County: Washtenaw
Address: 955 W Eisenhower Cir
Time zone: ET (UTC-5)
Office locations

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