851 W Cypress Creek Rd
Fort Lauderdale, Florida 33309
Tel: (855) 226-5200
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 317525 |
SEC# | 801-123060 |
Assets Managed by Firm | $6,980,959,545 |
No. of Clients | 25 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 25 | $6,980,959,545 |
Individuals (other than high net worth individuals) | 9 | $7,807,032 |
High net worth individuals | 11 | $2,288,466 |
Corporations or other businesses | Fewer than 5 clients | $3,054,182,505 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$433,814,330,581 | 1070028 | 13966 | |
$397,045,307,119 | 26 | 2932 | |
$344,868,106,925 | 1030208 | 6727 | |
$120,567,542,959 | 727 | 189 | |
$118,191,936,095 | 97020 | 845 |
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