IME Financial, LLC
Firm details
- Headquarters
- Dayton, Ohio
- CRD number
- 154630
- Fee structure
- Fixed Fees
- Services
- Pension Consulting
Firm profile
FINTRXOverview
IME Financial, LLC is organized as a limited liability company and operates as an independent registered investment adviser. The firm reports a fixed-fee model and identifies pension consulting services among its advisory activities. FINTRX flags the firm as not being an active ESG investor, not operating across multiple states, and not acting as a capital allocator. Ownership is listed as a combination of a domestic entity and an individual.
Assets & Accounts
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
Contacts
1 of 1
Tara Hessert
Managing Member, Investment AdvisorCRD 2693121
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dayton, OH
Montgomery
Location
Dayton, OH
Headquartered in Dayton, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.
- Metro area
- Dayton-Springfield-Kettering, OH
- Region
- Midwest
- County
- Montgomery
- Address
- 2176 Hewitt Ave
- Time zone
- ET (UTC-5)
- Office locations
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