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⚲
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| Investment Management Corporation
✚
| |
|---|---|
| CRD # | 107246 |
| SEC # | 801-107457 |
| CIK # | 0001633071, 0001907494, 0001428242, 0001728896, 0000789307, 0001704609, 0001860140, 0001632554, 0001142031, 0001051042 |
| AUM | $149.0 MM (2024-03-22) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 540-774-8899 |
| Address | 1940 Electric Rd Roanoke, VA 24018-1621 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 122 | 30.7 |
| (b) Individuals (high net worth individuals) | 43 | 110.9 |
| (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 | 6 | 6.6 |
| (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 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 565 | 149.0 |
| By Discretionary | ||
| Discretionary | 565 | 149.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 565 | 149.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 149.0 | |
| Total | 565 | 149.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001051042] | |
| SC 13G | [0001051042] | |
| 13F-HR | [0001142031] | |
| SC 13G | [0001142031] | |
| 13F-HR | [0001428242] | |
| 13F-HR | [0001632554] | |
| 13F-NT | [0001633071] | |
| D | [0001704609] | |
| 3 | [0001728896] | |
| 3 | [0001860140] | |
| 4 | [0001860140] | |
| SC 13G | [0001860140] | |
| SC 13G | [0001907494] |
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|---|---|---|
|
Capital A Wealth Management LLC
✚
|
PA | 0.1 |
|
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ID | 0.1 |
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WI | 0.1 |
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OH | 0.1 |
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MD | 0.1 |
|
SFG Wealth Advisors LLC
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FL | 0.1 |
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My Wealth Management Inc
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MD | 0.1 |
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ND Pitman & Company Inc
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AL | 0.1 |
|
Kinwell LLC
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SC | 0.1 |
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Hofer & Associates Inc
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|
CA | 0.1 |