Investment Management Corporation
Firm details
- Headquarters
- Roanoke, Virginia
- CRD number
- 107246
- Registered since
- March 25, 2016
- Website
- investmentmanagementcorp.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI77.23%
- Individuals18.22%
- Pension & Profit Sharing Plans4.52%
- Corporations / Businesses0.02%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Investment Management Corporation is an independent, individual-owned registered investment adviser that has been SEC-registered since 2016. The firm manages portfolios for both individual and family clients as well as institutional and business clients, operating under a percentage-of-AUM fee model. Its stated advisory services emphasize portfolio management for individuals/small businesses and for businesses or institutions. The firm does not position itself as an ESG-focused manager and is not identified as a capital allocator.
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
- Exchange Traded Equities65%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$121M in ETFs
70%
$84.7M
18%
$36.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INNOVATOR GROWTH-100 POWER BUFFER ETF - OCTOBER (NOCT) | Innovator | Active | Options Trading | $11.8M | 182,699 | 9.73% |
Location
Roanoke, VA
Roanoke
Location
Roanoke, VA
Headquartered in Roanoke, VA, in the South of the United States.
- Region
- South
- County
- Roanoke
- Address
- 1940 Electric Rd
- Time zone
- ET (UTC-5)
- Office locations
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