Imperial Capital Asset Management LLC

Imperial Capital Asset Management LLC (CRD# 108258) is a financial advisory firm headquartered in Los Angeles, CA. They manage $138,659,381 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $46,219,794
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Imperial Capital Asset Management LLC
Showing 1 - 10 of 27 top financial advisors.
1
James K. Beltz
CRD#: 4539382
60 S. 6th Street. #3720, Minneapolis, MN 55402
96
Wealthminder
score

James Beltz (CRD# 4539382) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in Minneapolis, MN and has over 14 years of experience in the finance industry.

2
Kevin B. Cohen
CRD#: 2644142
2000 Avenue Of The Stars, Suite 900, South Tower, Los Angeles, CA 90067
96
Wealthminder
score

Kevin Cohen (CRD# 2644142) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in Los Angeles, CA and has over 17 years of experience in the finance industry.

3
Matthew T. Farwell
CRD#: 5394443
2000 Avenue Of The Stars, Suite 900, South Tower, Los Angeles, CA 90067
96
Wealthminder
score

Matthew Farwell (CRD# 5394443) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in Los Angeles, CA and has over 9 years of experience in the finance industry.

4
Mary R. Gilbert
CRD#: 2166593
2000 Avenue Of The Stars, Suite 900, South Tower, Los Angeles, CA 90067
96
Wealthminder
score

Mary Gilbert (CRD# 2166593) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in Los Angeles, CA and has over 25 years of experience in the finance industry.

5
Edward P. Mally
CRD#: 1721433
2000 Avenue Of The Stars, Suite 900, South Tower, Los Angeles, CA 90067
96
Wealthminder
score

Edward Mally (CRD# 1721433) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in Los Angeles, CA and has over 29 years of experience in the finance industry.

6
Taylor K. Hawkins
CRD#: 5651704
3801 Pga Boulevard, Suite 658, Palm Beach, FL 33410
93
Wealthminder
score

Taylor Hawkins (CRD# 5651704) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in Palm Beach, FL and has over 7 years of experience in the finance industry.

7
Kurt M. Hoffman
CRD#: 4963512
2000 Avenue Of The Stars, Suite 900, South Tower, Los Angeles, CA 90067
93
Wealthminder
score

Kurt Hoffman (CRD# 4963512) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in Los Angeles, CA and has over 11 years of experience in the finance industry.

8
George A. Kelly
CRD#: 5370816
2000 Avenue Of The Stars, Suite 900, South Tower, Los Angeles, CA 90067
93
Wealthminder
score

George Kelly (CRD# 5370816) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in Los Angeles, CA and has over 6 years of experience in the finance industry.

9
Jeffrey T. Kessler
CRD#: 2681876
2000 Avenue Of The Stars, Suite 900, South Tower, Los Angeles, CA 90067
93
Wealthminder
score

Jeffrey Kessler (CRD# 2681876) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in Los Angeles, CA and has over 13 years of experience in the finance industry.

10
Michael W. Kim
CRD#: 3023833
2000 Avenue Of The Stars, Suite 900, South Tower, Los Angeles, CA 90067
93
Wealthminder
score

Michael Kim (CRD# 3023833) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in Los Angeles, CA and has over 18 years of experience in the finance industry.

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