I
$23.9M Total AUM
$23.9M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-05-2008
- Office Locations
- 1
Office Locations
-- Windsor CA
About Imhaus Investment Advisors
Imhaus Investment Advisors, LLC is a Windsor, CA registered investment adviser providing strategic asset management and portfolio management for individuals and institutions. The firm uses a disciplined buy/sell approach that emphasizes recent market performance leadership to build balanced portfolios, and states it operates with no conflicts of interest. Custody is held at Charles Schwab.
Team overview
56 AVG AGE
$23.9M AVG AUM / ADVISOR
$646.8K AVG AUM / CLIENT
18.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
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Asset Classes
Harbor oak
Custodian
Horizon element Wave
Investment Themes
Fusion matrix
Investment Vehicles
Momentum Capital
Services
Crest optima Meridian Vector North Beacon Pioneer summit
Owner & Executives
M
MELISSA JOAN IMHAUS
Chief Compliance Officer, President
- CRD
- #4932749
- Ownership
- 75% or more
(440) 235-2473
momentum.radial@alphacapital.com
in linkedin.com/in/wave-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,931,345 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,931,345 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,931,345
Public Funds:
5.3% Equity - Exchange:
15.1% Corporate - Investment Grade:
18.0% Cash:
7.1% Sovereign Bonds:
22.9% U.S. Government/Agency:
8.2% Municipal Bonds:
23.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $134,755,088 | 5.3% |
| Equity - Exchange | $383,924,874 | 15.1% |
| Corporate - Investment Grade | $457,658,790 | 18.0% |
| Cash | $180,520,967 | 7.1% |
| Sovereign Bonds | $582,243,683 | 22.9% |
| U.S. Government/Agency | $208,489,004 | 8.2% |
| Municipal Bonds | $594,956,427 | 23.4% |
| Total | $2,542,548,833 | 100.0% |