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 24 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 13 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 4 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 4 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 32 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 38 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.