Imhaus Investment Advisors
Firm details
- Headquarters
- ,
- CRD number
- 145960
- Website
- www.imhaus.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.34%
- Individuals23.66%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds45%
- Exchange Traded Equities30%
- Investment Grade Corp Bonds10%
- US Government Bonds5%
- Sovereign Bonds5%
Contacts
1 of 1Melissa Imhaus
PresidentCRD 4932749
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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