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INVESTMENT MANAGEMENT CONSULTANTS

7390 W. Sahara Avenue
Suite 290
Las Vegas, Nevada 89117
Tel: 702-869-0330

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About INVESTMENT MANAGEMENT CONSULTANTS

INVESTMENT MANAGEMENT CONSULTANTS, formally registered with the SEC as INVESTMENT MANAGEMENT CONSULTANTS. The firm was established in 09/24/2021. They have over 1 offices throughout the country.

INVESTMENT MANAGEMENT CONSULTANTS is a Las Vegas, Nevada based Financial Planning firm with nearly $328,752,136 assets under management, offering retirement planning & investment advisory services to 394 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#122718
SEC#801-122373
Assets Managed by Firm$328,752,136
No. of Clients394
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pesnsion consulting services
  • Other (401(K)/403(B))

Firm Client Information

No. of ClientsAUM
Firm Total394$328,752,136
Individuals (other than high net worth individuals)136$34,795,889
High net worth individuals25$76,479,897
Pension and profit sharing plans1$2,248,580

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