I.m.s. Wealth Management, LLC
I.m.s. Wealth Management, LLC (CRD# 164717) is a financial advisory firm headquartered in Erie, PA. They manage $29,963,301 in 141 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
I.m.s. Wealth Management, LLC
By the Numbers
-
Total Assets Under Management30MILLION
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Total Number of Accounts141ACCOUNTS
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Average Account Value$212,506
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
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, PA
Financial Advisors at I.m.s. Wealth Management, LLC
1
William Johnson (CRD# 1000566) is an Investment Advisor Representative working at I.m.s. Wealth Management, LLC in Erie, PA and has over 42 years of experience in the finance industry.
2
Jeffrey Presogna (CRD# 4488078) is an Investment Advisor Representative working at I.m.s. Wealth Management, LLC in Erie, PA and has over 22 years of experience in the finance industry.
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