Imperial Capital Asset Management LLC

Imperial Capital Asset Management LLC (CRD# 108258) is a financial advisory firm headquartered in Los Angeles, CA. They manage $148,850,134 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    149
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $74,425,067
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 36 top financial advisors.
1
Kevin B. Cohen
CRD#: 2644142
10100 Santa Monica Blvd., Suite 2400, 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 19 years of experience in the finance industry.

2
Matthew T. Farwell
CRD#: 5394443
10100 Santa Monica Blvd., Suite 2400, 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 10 years of experience in the finance industry.

3
Mary R. Gilbert
CRD#: 2166593
10100 Santa Monica Blvd., Suite 2400, 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 26 years of experience in the finance industry.

4
Jonathan M. Jenson
CRD#: 6090368
277 Park Avenue, 48th Fl, New York, NY 10172
96
Wealthminder
score

Jonathan Jenson (CRD# 6090368) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in New York, NY and has over 5 years of experience in the finance industry.

5
George A. Kelly
CRD#: 5370816
10100 Santa Monica Blvd., Suite 2400, Los Angeles, CA 90067
96
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 8 years of experience in the finance industry.

6
Edward P. Mally
CRD#: 1721433
10100 Santa Monica Blvd., Suite 2400, 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 30 years of experience in the finance industry.

7
Paul Alotta
CRD#: 1663195
One Landmark Square, Suite 720, Stamford, CT 06901
93
Wealthminder
score

Paul Alotta (CRD# 1663195) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in Stamford, CT and has over 24 years of experience in the finance industry.

8
James K. Beltz
CRD#: 4539382
60 S. 6th Street. #3720, Minneapolis, MN 55402
93
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.

9
Bryan D. Cook
CRD#: 5123622
One Eagle Place, London, SW1Y
93
Wealthminder
score

Bryan Cook (CRD# 5123622) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in London, and has over 11 years of experience in the finance industry.

10
Michael W. Derchin
CRD#: 715905
277 Park Avenue, 48th Floor, New York, NY 10017
93
Wealthminder
score

Michael Derchin (CRD# 715905) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in New York, NY and has over 11 years of experience in the finance industry.

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