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IMPERIAL CAPITAL PARTNERS

851 W Cypress Creek Rd
Fort Lauderdale, Florida 33309
Tel: (855) 226-5200

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About IMPERIAL CAPITAL PARTNERS

IMPERIAL CAPITAL PARTNERS, formally registered with the SEC as IMPERIAL CAPITAL PARTNERS. The firm was established in 02/01/2022. They have over 2 offices throughout the country.

IMPERIAL CAPITAL PARTNERS is a Fort Lauderdale, Florida based Financial Planning firm with nearly $6,980,959,545 assets under management, offering retirement planning & investment advisory services to 25 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#317525
SEC#801-123060
Assets Managed by Firm$6,980,959,545
No. of Clients25
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Performance Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total25$6,980,959,545
Individuals (other than high net worth individuals)9$7,807,032
High net worth individuals11$2,288,466
Corporations or other businessesFewer than 5 clients$3,054,182,505

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