Imber Financial Group LLC

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Assets, Funds, Holdings

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Imber Financial Group LLC
CRD #144846
SEC #801-136712
CIK #
AUM 106.0 M (2026-06-10)
Employees 8 (50% Investors, 0% Brokers)
Fees
Minimum
Phone734-769-1719
Address955 W Eisenhower Cir
Ann Arbor, MI 48103
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($M)
1108866442202010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 176 54.3
(b) Individuals (high net worth individuals) 24 51.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 518 106.0
By Discretionary
Discretionary 518 106.0
Non-Discretionary 0 0.0
Total 518 106.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 106.0
Total 518 106.0
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
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