This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-10-2002
- Office Locations
- 1
Office Locations
About IMC Advisors, LLC
IMC Advisors, LLC is a Columbus, IN-based retail advisory firm providing financial planning, estate planning, insurance, and portfolio construction/asset management, with a stated focus on entrepreneurs. Portfolios are implemented primarily with public funds and ETFs alongside cash and municipal bonds, and the firm custodians primarily with Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
DONALD LOUIS MICHAEL
Chief Executive Officer, President
- CRD
- #4571480
- Ownership
- 75% or more
JODY ALLEN LITTRELL
Chief Compliance Officer, CHIEF OPERATING OFFICER, SENIOR INVESTMENT ADVISOR, SENIOR VICE PRESIDENT, Sr Vice President
- CRD
- #6300524
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
SUPING PAN
--
- CRD
- #5354814
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $429,462,556 | $4,825,422 |
| Non-Discretionary | $110,543,200 | $8,503,323 |
| Total | $540,005,756 | $5,294,174 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $540,005,756
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $287,794,389 | 13.9% |
| Equity - Exchange | $424,444,963 | 20.5% |
| Cash | $784,705,565 | 37.9% |
| Municipal Bonds | $573,518,315 | 27.7% |
| Total | $2,070,463,232 | 100.0% |