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Building 2IMG WEALTH MANAGEMENT, INC.

Map pinJACKSONVILLE, FL
Phone904-731-9955
NotebookSEC #801-129719
Total AUM
$209.7M
Employees
7
Clients
710

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8771 PERIMETER PARK CT.
SUITE 102
JACKSONVILLE
FL 32216
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
904-731-9955

ReceiptFinancials

Total AUM
$209.7M
Accounts
1,355
Discretionary
$209.7M
Accounts
1,355
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
681
AUM
$127.7M
HNW Individual Clients
29
AUM
$81.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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