Imber Wealth Advisors

Imber Wealth Advisors (CRD# 144846) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $63,171,335 in 217 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
955 W Eisenhower Cir, Ste A, Ann Arbor, MI 48103
http://www.linkedin.com/company/imber-wealth-advisors-llc
By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    217
    ACCOUNTS
  • Average Account Value
    $291,112
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Imber Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey Imber, financial advisor Ann Arbor MI
Jeffrey A. Imber
CRD#: 5438695
955 W Eisenhower Cir, Ste A, Ann Arbor, MI 48103

Jeffrey Imber (CRD# 5438695) is an Investment Advisor Representative working at Imber Wealth Advisors in Ann Arbor, MI and has over 13 years of experience in the finance industry.

2
Jonathan Imber, financial advisor Ann Arbor MI
Jonathan M. Imber
CRD#: 6535195
955 W Eisenhower Cir, Ste A, Ann Arbor, MI 48103

Jonathan Imber (CRD# 6535195) is an Investment Advisor Representative working at Imber Wealth Advisors in Ann Arbor, MI and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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