IME FINANCIAL, LLC

Overview

IME Financial, LLC is organized as a limited liability company and presents itself primarily as a fixed-fee adviser focused on pension consulting. The firm does not position itself as a capital allocator and is not identified as an active ESG investor. FINTRX lists advisory activity centered on pension consulting services and notes an affiliation with pension-consultant activity; the firm is not reported as a multi-state or newly formed adviser. Ownership is recorded as a mix of a domestic entity and an individual. IME Financial’s business model appears advisory and consulting-oriented rather than discretionary asset management. The fixed-fee structure and emphasis on pension consulting suggest the firm delivers advisory work and plan-level guidance rather than operating as a traditional fee-on-assets RIA.

Assets & Accounts

Investments & Alternatives