|
⚲
|
| IMC Advisors LLC
✚
| |
|---|---|
| CRD # | 111537 |
| SEC # | 801-61509 |
| CIK # | |
| AUM | $448.2 MM (2024-03-19) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 812-376-3331 |
| Address | 540 Plaza Drive, Suite L Columbus, IN 47201-2922 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 8.6 |
| (b) Individuals (high net worth individuals) | 86 | 439.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 102 | 448.2 |
| By Discretionary | ||
| Discretionary | 89 | 334.3 |
| Non-Discretionary | 13 | 113.9 |
| Total | 102 | 448.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 448.2 | |
| Total | 102 | 448.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Litvak Wealth LLC
✚
|
CT | 0.4 |
|
Fairfield Bush & Co
✚
|
CT | 0.4 |
|
Marin Financial Advisors LLC
✚
|
CA | 0.4 |
|
First Advisors National LLC
✚
|
GA | 0.4 |
|
Harvest Investment Consultants LLC
✚
|
MD | 0.4 |
|
HBC Financial Services PLLC
✚
|
WA | 0.4 |
|
DGS Capital Management LLC
✚
|
NJ | 0.4 |
|
Hill Island Financial LLC
✚
|
MI | 0.4 |
|
Strategas Asset Management LLC
✚
|
NY | 0.4 |
|
Aljian Capital Management LLC
✚
|
NV | 0.4 |