IMG WEALTH MANAGEMENT, INC.
Total AUM
$209.7M
Employees
7Clients
710Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8771 PERIMETER PARK CT.
SUITE 102
JACKSONVILLE
FL 32216
United States
SUITE 102
JACKSONVILLE
FL 32216
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
904-731-9955
Financials
Total AUM
$209.7M
Accounts
1,355Discretionary
$209.7M
Accounts
1,355Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
681AUM
$127.7M
HNW Individual Clients
29AUM
$81.9M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLGANCTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.