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- Custodian
- First Clearing ยท Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- ElementWave optima
- Established Date
- 08-09-2012
- Office Locations
- 1
Office Locations
About I.m.s. Wealth Management, LLC
I.M.S. Wealth Management, LLC is an Erie, PA advisory firm providing personalized financial services for individuals and businesses, including one-on-one individual planning and corporate planning to navigate changing rules and regulations. The team focuses on clear, ongoing communication to simplify investing decisions. Investment implementation commonly uses public funds and ETFs, with custody support including Trade-PMR.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
JEFFREY JOSEPH PRESOGNA
Chief Compliance Officer, Chief Financial Officer, MANAGING PRINCIPAL, President
- CRD
- #4488078
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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WILLIAM ERIC JOHNSON
Senior Vice President
- CRD
- #1000566
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $38,375,120 | -- |
| Total | $38,375,120 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,375,120
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $553,379,371 | 16.0% |
| Equity - Exchange | $774,731,119 | 22.4% |
| Cash | $975,331,141 | 28.2% |
| Corporate - Investment Grade | $1,155,179,436 | 33.4% |
| Total | $3,458,621,067 | 100.0% |