Imus Wilkinson Investment Management, LLC

Imus Wilkinson Investment Management, LLC (CRD# 157457) is a financial advisory firm headquartered in Tucson, AZ. They manage $90,700,000 in 850 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    850
    ACCOUNTS
  • Average Account Value
    $106,706
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, FL, ID, MN, MT, NY, OR, TX, WA

Financial Advisors at Imus Wilkinson Investment Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Matthew P. Sullivan
CRD#: 1516530
3561 E. Sunrise Road, Suite 117, Tucson, AZ 85718
96
Wealthminder
score

Matthew Sullivan (CRD# 1516530) is an Investment Advisor Representative working at Imus Wilkinson Investment Management, LLC in Tucson, AZ and has over 23 years of experience in the finance industry. Matthew Sullivan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Dorothy L. Shaughnessy
CRD#: 4209074
3561 E. Sunrise Road, Suite 117, Tucson, AZ 85718
93
Wealthminder
score

Dorothy Shaughnessy (CRD# 4209074) is an Investment Advisor Representative working at Imus Wilkinson Investment Management, LLC in Tucson, AZ and has over 12 years of experience in the finance industry.

3
Nancy M. Cotter
CRD#: 4596989
3561 E. Sunrise Road, Suite 117, Tucson, AZ 85718
90
Wealthminder
score

Nancy Cotter (CRD# 4596989) is an Investment Advisor Representative working at Imus Wilkinson Investment Management, LLC in Tucson, AZ and has over 3 years of experience in the finance industry.

4
Elbridge G. Wilkinson
CRD#: 1614106
1820 East River Road, Suite 104, Tucson, AZ 85718
83
Wealthminder
score

Elbridge Wilkinson (CRD# 1614106) is an Investment Advisor Representative working at Imus Wilkinson Investment Management, LLC in Tucson, AZ and has over 29 years of experience in the finance industry.

5
Juan C. Pantoja
CRD#: 5928888
3561 E. Sunrise Road, Suite 117, Tucson, AZ 85718
69
Wealthminder
score

Juan Pantoja (CRD# 5928888) is an Investment Advisor Representative working at Imus Wilkinson Investment Management, LLC in Tucson, AZ and has over 3 years of experience in the finance industry.

6
Gary K. Imus
CRD#: 1328490
1820 East River Road, Suite 104, Tucson, AZ 85718
63
Wealthminder
score

Gary Imus (CRD# 1328490) is an Investment Advisor Representative working at Imus Wilkinson Investment Management, LLC in Tucson, AZ and has over 31 years of experience in the finance industry.

7
William J. Shaughnessy
CRD#: 870259
3561 E. Sunrise Road, Suite 117, Tucson, AZ 85718
63
Wealthminder
score

William Shaughnessy (CRD# 870259) is an Investment Advisor Representative working at Imus Wilkinson Investment Management, LLC in Tucson, AZ and has over 37 years of experience in the finance industry.

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