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Building 2IMPERIAL FUND ASSET MANAGEMENT LLC

Map pinFORT LAUDERDALE, FL
Phone(855) 226-5200
NotebookSEC #801-123060
Total AUM
$6.8B
Employees
12
Clients
91

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
899 W CYPRESS CREEK RD
FORT LAUDERDALE
FL 33309
United States
Operating Hours
9AM - 6PM
Monday - Friday
Phone
(855) 226-5200

ReceiptFinancials

Total AUM
$6.8B
Accounts
89
Discretionary
$6.8B
Accounts
47
Non-Discretionary
$9.7M
Accounts
42

ContactClients

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Individual Clients
32
AUM
$976.4K
HNW Individual Clients
35
AUM
$15.9M
Pooled Vehicle Clients
4
AUM
$4.5B
Corporation or Business Clients
20
AUM
$2.3B

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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