Imhaus Investment Advisors

RIASEC Registered
Total AUM
$23.9M
Discretionary
$23.9M
100% of AUM
Avg account
$263K
Accounts
91
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
145960
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI76.34%
  • Individuals23.66%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Imhaus Investment Advisors is a small, privately held RIA structured as a limited liability company and owned by an individual. The firm focuses on fee-based portfolio management for individuals and small businesses, charging a percentage of assets under management. Its business model emphasizes discretionary management: all reported assets are managed on a discretionary basis. Imhaus does not position itself as an ESG-focused or multi-state adviser and is not a capital allocator or pension consultant. Investment activity centers on pooled public funds as the core of client portfolios, with targeted use of commodity exposures as an alternative sleeve.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 45%, Exchange Traded Equities 30%, Investment Grade Corp Bonds 10%, US Government Bonds 5%, Sovereign Bonds 5%, Cash & Cash Equivalents 5%, State & Local Bonds 3%45%
  • Public Funds/Mutual Funds45%
  • Exchange Traded Equities30%
  • Investment Grade Corp Bonds10%
  • US Government Bonds5%
  • Sovereign Bonds5%

Contacts

1 of 1
  • Melissa Imhaus

    PresidentCRD 4932749

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth