Investment Management Consultants
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Overview
Investment Management Consultants is a financial advisor firm based in Las Vegas, Nevada. The firm manages $275.5 million in assets under management throughout 376 customer accounts, placing it in the mid-tier of investment advisory firms in the United States by assets under management (AUM). The company has a small team, including 2 financial advisors. Investment Management Consultants is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial investments such as bonds, equities and options.
Investment Management Consultants administers most of the company's accounts on a discretionary basis. Discretionary management is a structure in which buy and sell choices are made by a portfolio manager without requiring the customer's authorization. The company also manages six non-discretionary accounts with a total of $181.7 million in assets under management. The investment advisory firm supervises about $732,674 in assets for each customer account. An average advisor at Investment Management Consultants oversees around 188 client accounts.
The firm's central office is at 7390 W. Sahara Avenue, Las Vegas, Nevada 89117. The firm is allowed to provide services to customers in the state of Nevada.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Investment Management Consultants by the Numbers
$275.5 million
2
376
$732.7 thousand
Fee Structure
Fees charged by financial advisors largely are based on the type of financial services provided. Fees charged by Investment Management Consultants most likely consist of any combination of the following fee structures: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Investment Management Consultants.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Investment Management Consultants caters to retail investors, high net worth investors, pension plans and other. Out of its 376 accounts, Investment Management Consultants's largest client type is retail investors, although it also manages money for 27 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers reside abroad.
- High-Net-Worth Individuals* - 16.07%
- Other Individuals - 80.36%
- Corporations - 3.57%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Investment Management Consultants does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Investment Management Consultants
Las Vegas, NV
Las Vegas, NV
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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