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Imber Financial Group, LLC

Imber Financial Group, LLC. CRD 144846

Imber Financial Group, LLC logo

CRD: 144846

Imber Financial Group, LLC

ANN Arbor, MI, 48103
7347691719
imberwealth.com
$106.0M Total AUM
$106.0M Disc. AUM
-- 3Y CAGR
8 Employees
200 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · TD Ameritrade · Tiaa
Clients
Retail
Platforms
Ridge insightDelta
Established Date
06-29-2009
Office Locations
1

Office Locations

955 W Eisenhower CIR STE A ANN Arbor MI

About Imber Financial Group, LLC

Imber Wealth Advisors is an Ann Arbor, MI RIA focused on helping individuals define retirement goals, identify weak points in their plan, and implement custom strategies. The firm provides investment planning, portfolio construction, and tax/estate and insurance-related guidance, with portfolios primarily implemented using mutual funds and ETFs. Offers free retirement strategy materials.

Team overview

-- AVG AGE
$26.5M AVG AUM / ADVISOR
$530.2K AVG AUM / CLIENT
5.3 yrs AVG TENURE
8 Employees
4 Advisory Reps
4 RIA Reps
16yrs Firm Age

Insights

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Asset Classes

Legacy North

Custodian

Vertex timber Harbor legacy Zenith foundation Delta pathway Oak focus Prime Pathway element Signal catalyst

Investment Themes

Atlas foundation Matrix Vector ember Peak radial

Investment Vehicles

Alpha

Platform

Alpha Ember frontier Pathway

Services

Insight quantum Oak Beacon ember Horizon Zenith Focus insight Pioneer radial Optima Crest beacon Wave Zenith wave

Technology

Unison Ember

Owner & Executives

JONATHAN MICHAEL IMBER

JONATHAN MICHAEL IMBER

Chief Compliance Officer, Financial Advisor, General Partner

CRD
#6535195
Ownership
Less than 5%
(621) 904-7640
glacier.prime@harborcapital.com
in linkedin.com/in/catalyst-ember

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Contacts

M

Michael Doyle

--

CRD
#8129059
(606) 554-4599
quantum.meridian@meridiancapital.com
in linkedin.com/in/radial-delta
Danielle Denise Goebel

Danielle Denise Goebel

--

CRD
#7601237
(672) 245-8432
north.prime@eaglecapital.com
in linkedin.com/in/matrix-pathway
C

Catalyst eagle

Vector north

CRD
#74803
(824) 420-4312
oak.foundation@matrixcapital.com
in linkedin.com/in/ember-ember

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $106,038,540 --
Non-Discretionary $0 --
Total $106,038,540 --

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Separately Managed Accounts

Total SMA Asset: $106,038,540

$106.0M Total SMA
Public Funds:
8.5%
Equity - Exchange:
21.2%
Cash:
24.9%
Corporate - Investment Grade:
17.3%
Municipal Bonds:
28.1%
Asset class Assets Assets %
Public Funds $555,540,658 8.5%
Equity - Exchange $1,385,583,758 21.2%
Cash $1,627,407,338 24.9%
Corporate - Investment Grade $1,130,688,632 17.3%
Municipal Bonds $1,836,552,056 28.1%
Total $6,535,772,442 100.0%

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