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
2000 Avenue Of The Stars, Suite 900, South Tower, Los Angeles, CA 90067
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 Beltz, financial advisor Minneapolis MN
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 15 years of experience in the finance industry.

2
Kevin Cohen, financial advisor Los Angeles CA
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 18 years of experience in the finance industry.

3
Matthew Farwell, financial advisor Los Angeles CA
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 Gilbert, financial advisor Los Angeles CA
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 Mally, financial advisor Los Angeles CA
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 Hawkins, financial advisor Palm Beach FL
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 8 years of experience in the finance industry.

7
Kurt Hoffman, financial advisor Los Angeles CA
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 12 years of experience in the finance industry.

8
George Kelly, financial advisor Los Angeles CA
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 7 years of experience in the finance industry.

9
Jeffrey Kessler, financial advisor Los Angeles CA
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 14 years of experience in the finance industry.

10
Michael Kim, financial advisor Los Angeles CA
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 19 years of experience in the finance industry.

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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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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