Imber Financial Group, LLC

RIASEC RegisteredEst. 2026

Total AUM

$106M

Discretionary

$106M

100% of AUM

Avg account

$205K

Accounts

518

Employees

Advisory reps

Firm details

Headquarters: Ann Arbor, Michigan
CRD number: 144846
Registered since: August 7, 2026
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, privately owned registered investment adviser operating as an LLC. The firm is registered with the SEC (registration year listed as 2026) and identifies itself as a capital allocator that primarily serves individual and family clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of outside managers. Compensation is a mix of percentage-of-assets and fixed fees. Imber does not position itself as an ESG investor, and the FINTRX data indicates it is not a multi-state or pension consultant adviser.