Inman Jager Wealth Management, LLC

RIASEC RegisteredEst. 2024

Total AUM

$225M

Discretionary

$212M

94% of AUM

Avg account

$288K

Accounts

781

Employees

Advisory reps

Firm details

Headquarters: Hattiesburg, Mississippi
CRD number: 329603
Registered since: March 20, 2024
Website: www.inmanjagerwm.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI61.27%
Individuals30.4%
Pension & Profit Sharing Plans5.7%
Charitable Organizations1.55%
Corporations / Businesses1.07%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Inman Jager Wealth Management, LLC is an independent, SEC-registered registered investment adviser that provides planning and portfolio services to individuals, families and some institutional clients. The firm, structured as an LLC and owned by an individual, bills clients on a percentage-of-AUM basis and also offers hourly engagements. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, and pension-consulting work. The firm does not identify as an ESG-focused investor and does not function as a capital allocator; instead it uses third-party managers for alternative exposures.