IMG Wealth Management, Inc.
Firm details
- Headquarters
- Jacksonville, Florida
- CRD number
- 285966
- Registered since
- March 21, 2024
- Website
- imgwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals60.92%
- HNWI39.08%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
IMG Wealth Management, Inc. is an independent, individual-owned registered investment adviser that provides fee-based financial planning and portfolio management to individuals and families. The firm is structured as a corporation and is SEC-registered (2024). Its service mix includes ongoing portfolio management for individuals and small businesses, selection of outside managers, and client education through seminars and workshops. IMG operates as a capital allocator, meaning it places client assets with third-party investment managers when appropriate. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is not an active ESG investor and does not identify as a multistate or pension consultant adviser.
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
- Public Funds/Mutual Funds77%
- Exchange Traded Equities9%
- Other8%
- Cash & Cash Equivalents4%
- US Government Bonds2%
Owners & executives
2 of 2
Philip Detlefs
CEO, Registered RepresentativeCRD 4572116
Nathan Edwards
Chief Compliance OfficerCRD 5219718
Contacts
3 of 5
Nick Riscigno
Financial AdvisorCRD 5405804
Chad Bunnell
Financial AdvisorCRD 5557329
Nicholas Coutros
Investment Advisor RepresentativeCRD 7554012
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 254Active vs passive
$223M in ETFs
35%
$77.6M
59%
$145M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST LADDERED BUFFER ETF (BUFR) | Active | Options Trading | $18.5M | 506,640 | 8.30% |
Location
Jacksonville, FL
Duval
Location
Jacksonville, FL
Headquartered in Jacksonville, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Duval
- Address
- 8771 Perimeter Park Ct
- Time zone
- ET (UTC-5)
- Office locations
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