Imber Financial Group, LLC
CRD 144846SEC# 801-136712Ann Arbor, MI
No longer SEC-registered. Imber Financial Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$106M
Employees
8
Accounts
518
Location
Ann Arbor, MI
Imber Financial Group, LLC assets under management
Imber Financial Group, LLC operates as an SEC-registered investment adviser based in Ann Arbor, MI. It reports $106 million in regulatory assets under management and employs 8 people.
Imber Financial Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jimber Family Trust Control | Member | Over 75% | 2017 |
| Jonathan Michael Imber Control | Cco | Under 5% | 2021 |
| Jonathan Michael Imber Control | Trustee | — | 2017 |
Frequently asked questions
How much does Imber Financial Group, LLC manage?
Imber Financial Group, LLC reports $106 million in regulatory assets under management on its Form ADV.
How many employees does Imber Financial Group, LLC have?
Imber Financial Group, LLC reports 8 employees.
Where is Imber Financial Group, LLC located?
Imber Financial Group, LLC is based in Ann Arbor, MI.
Does Imber Financial Group, LLC disclose fund performance?
Imber Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 955 W Eisenhower Cir, Ste a, Ann Arbor, MI 48103 |
| Office hours | By Appointment Only |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$106Mregulatory AUM
Discretionary $106M