Imperial Fund Asset Management LLC

RIASEC Registered

Total AUM

$6.8B

Discretionary

$6.8B

100% of AUM

Avg account

$76.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Fort Lauderdale, Florida
CRD number: 317525
Registered since: February 1, 2022
Website: imperialfund.com
Custodians: WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: Pooled Investment Vehicles65.89%
Corporations / Businesses33.86%
HNWI0.23%
Individuals0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Imperial Fund Asset Management LLC is an SEC-registered, LLC-structured advisory firm that began SEC registration in 2022 and is owned by an individual principal. The firm serves both high-net-worth individuals and families as well as institutional clients, and combines financial planning with portfolio management for individuals/small businesses and for pooled investment vehicles. It also conducts insurance brokerage activity. Fee arrangements include percentage-of-AUM billing, hourly charges, and performance-based fees. Imperial does not self-identify as an active ESG investor and is not reported as a multi-state adviser or as a pension consultant.