IMC ADVISORS, LLC

Overview

IMC Advisors, LLC is an independent registered investment adviser organized as a limited liability company that focuses on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection and oversight of outside advisers. IMC operates as a capital allocator and charges clients via a mix of percentage of assets under management, hourly fees, and fixed fees. Investment activity centers on pooled public funds and mutual funds as the primary building blocks of client portfolios, supplemented where appropriate with fixed-income instruments and insurance solutions. The firm does not self-identify as an active ESG investor and it maintains a single-state registration footprint rather than a multi-state advisory structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices