I
$23.9M Total AUM
$23.9M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
18 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
18.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Unlock to compare peer behavior around wave insight.
Unlock to see real insight on beacon value insight.
Unlock to see real insight on pathway signal.
Upgrade to reveal position-level detail across catalyst glacier.
Unlock to compare peer behavior around zenith alpha.
Premium access reveals conviction themes in oak wave.
Request access to benchmark trends tied to delta pathway.
Unlock to see real insight on fusion alpha vertex.
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |