I
CRD: 140361
International Management Advisors Ltd.
Waite Hill, OH
2164363637
$109.5M Total AUM
$109.5M Disc. AUM
-0.1% 3Y CAGR
1 Employees
9 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-17-2006
- Office Locations
- 1
Office Locations
-- Waite Hill OH
About International Management Advisors Ltd.
International Management Advisors Ltd. is a Waite Hill-based RIA. The firm has been operating for 20 years. Managing $109.5M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$109.5M AVG AUM / ADVISOR
$12.2M AVG AUM / CLIENT
3.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Vital Beacon
Investment Themes
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Investment Vehicles
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Services
Timber glacier Foundation ember Delta crest Frontier Prime focus Signal
Owner & Executives
K
KURT JAY SCHOEPPLER
Chief Compliance Officer
- CRD
- #4660796
- Ownership
- 75% or more
(812) 305-3139
oak.prime@legacycapital.com
in linkedin.com/in/ridge-prime
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,484,003 | $3,128,114 |
| Non-Discretionary | $0 | -- |
| Total | $109,484,003 | $3,128,114 |
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Separately Managed Accounts
Total SMA Asset: $109,484,003
Equity - Exchange:
17.5% Public Funds:
26.0% Cash:
6.9% Private Funds:
23.7% U.S. Government/Agency:
25.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $321,609,978 | 17.5% |
| Public Funds | $477,820,539 | 26.0% |
| Cash | $126,806,220 | 6.9% |
| Private Funds | $435,551,799 | 23.7% |
| U.S. Government/Agency | $475,982,768 | 25.9% |
| Total | $1,837,771,304 | 100.0% |