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⚲
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| IMG Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 285966 |
| SEC # | 801-129719 |
| CIK # | 0002032103 |
| AUM | $151.4 M (2025-02-05) |
| Employees | 7 (100% Investors, 43% Brokers) |
| Phone | 904-731-9955 |
| Address | 8771 Perimeter Park Ct Jacksonville, FL 32216 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Silver Trust | 1.9 | ||
| Apple Inc | 0.8 | ||
| Microsoft Corp | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 591 | 110.9 |
| (b) Individuals (high net worth individuals) | 13 | 40.4 |
| (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 | 1,114 | 151.4 |
| By Discretionary | ||
| Discretionary | 1,114 | 151.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,114 | 151.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.4 | |
| Total | 1,114 | 151.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002032103] |
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