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 an LLC that serves individual and family clients. The firm operates as a capital allocator, combining financial planning with portfolio management for individuals and small businesses and the selection of outside advisers when appropriate. Its billing mixes AUM-based fees with fixed-fee engagements. Imber does not identify as an active ESG investor and is not registered as a multi-state adviser in the data provided. The firm also maintains an affiliation with an insurance company, consistent with its use of annuities among client solutions.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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 67%, Exchange Traded Equities 25%, Cash & Cash Equivalents 6%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%67%
  • Public Funds/Mutual Funds67%
  • Exchange Traded Equities25%
  • Cash & Cash Equivalents6%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • Jonathan Imber

    Jonathan Imber

    CEOCRD 6535195

Contacts

3 of 3
  • Michael Doyle

    Michael Doyle

    Client Relationship ManagerCRD 8129059

  • Jeffrey Imber

    Jeffrey Imber

    Founder & Investment AdvisorCRD 5438695

  • Adam Schnepf

    Adam Schnepf

    Client Relationship ManagerCRD 8229979

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

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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