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IMC Advisors LLC
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CRD # | 111537 |
SEC # | 801-61509 |
CIK # | |
AUM | $392.3 MM (2023-03-21) |
Employees | 6 (50% Investors, 0% Brokers) |
Phone | 812-376-3331 |
Address | 540 Plaza Drive, Suite L Columbus, IN 47201-2922 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 20 | 8.0 |
(b) Individuals (high net worth individuals) | 82 | 384.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 102 | 392.3 |
By Discretionary | ||
Discretionary | 88 | 282.2 |
Non-Discretionary | 14 | 110.1 |
Total | 102 | 392.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 392.3 | |
Total | 102 | 392.3 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Palisade Investments LLC
✚
|
NV | 0.4 |
ASIO Capital LLC
✚
|
KY | 0.4 |
Channel Wealth LLC
✚
|
CA | 0.4 |
Sutton Wealth Advisors Inc
✚
|
FL | 0.4 |
Vowels Stovern Wealth LLC
✚
|
MO | 0.4 |
Compass Advisory Group LLC
✚
|
NY | 0.4 |
Atwater Malick LLC
✚
|
PA | 0.4 |
McElhenny Sheffield Capital Management LLC
✚
|
TX | 0.4 |
SkyOak Wealth LLC
✚
|
MI | 0.4 |
Saybrook Capital Corp
✚
|
NY | 0.4 |