Imperial Capital Asset Management LLC

Imperial Capital Asset Management LLC (CRD# 108258) is a financial advisory firm headquartered in Palm Beach Gardens, FL. They manage $628,953,181 in 12 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    629
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $52,412,765
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • 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, FL

Financial Advisors at Imperial Capital Asset Management LLC
Showing 1 - 10 of 44 top financial advisors.
1
Paul Alotta
CRD#: 1663195
One Landmark Square, Suite 720, Stamford, CT 06901

Paul Alotta (CRD# 1663195) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in Stamford, CT and has over 28 years of experience in the finance industry.

2
Megan A. Barnett
CRD#: 6330677
277 Park Avenue, 48th Floor, New York, NY 10172

Megan Barnett (CRD# 6330677) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in New York, NY and has over 3 years of experience in the finance industry.

3
James K. Beltz
CRD#: 4539382
60 S. 6th Street. #3720, Minneapolis, MN 55402

James Beltz (CRD# 4539382) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in Minneapolis, MN and has over 19 years of experience in the finance industry.

4
Andrew P. Casella
CRD#: 5081399
2000 Avenue Of The Stars, Suite 900, South Tower, Los Angeles, CA 90067

Andrew Casella (CRD# 5081399) 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.

5
Kevin B. Cohen
CRD#: 2644142
10100 Santa Monica Blvd., Suite 2400, Los Angeles, CA 90067

Kevin Cohen (CRD# 2644142) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in Los Angeles, CA and has over 23 years of experience in the finance industry.

6
Bryan D. Cook
CRD#: 5123622
3801 Pga Boulevard, Suite 603, Palm Beach Gardens, FL 33410

Bryan Cook (CRD# 5123622) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in Palm Beach Gardens, FL and has over 16 years of experience in the finance industry.

7
Philip C. Deberg
CRD#: 6505896
60 South Sixth Street, Suite 3720, Minneapolis, MN 55402

Philip Deberg (CRD# 6505896) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in Minneapolis, MN and has over 4 years of experience in the finance industry.

8
Brian Denes
CRD#: 5752827
277 Park Avenue, 48th Floor, New York, NY 10172

Brian Denes (CRD# 5752827) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in New York, NY and has over 7 years of experience in the finance industry.

9
Michael W. Derchin
CRD#: 715905
277 Park Avenue, 48th Floor, New York, NY 10017

Michael Derchin (CRD# 715905) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in New York, NY and has over 15 years of experience in the finance industry.

10
Matthew T. Farwell
CRD#: 5394443
10100 Santa Monica Blvd., Suite 2400, Los Angeles, CA 90067

Matthew Farwell (CRD# 5394443) 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.

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