Imber Financial Group provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Imber Financial Group reports 200 clients. They include 176 individual clients and 24 high-net-worth individuals. Of its assets, 100.0% ($106M across 518 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 51% |
| High-net-worth individuals | 12% | 49% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 176 | $54.3M | 51.2% | $308K |
| High-net-worth individuals | 24 | $51.8M | 48.8% | $2.16M |
| Total | 200 | $106M | 100% | $530K |
- Clients
- 176
- Regulatory AUM
- $54.3M
- AUM share
- 51.2%
- Avg. per client
- $308K
- Clients
- 24
- Regulatory AUM
- $51.8M
- AUM share
- 48.8%
- Avg. per client
- $2.16M
Total
- Clients
- 200
- Regulatory AUM
- $106M
- AUM share
- 100%
- Avg. per client
- $530K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Imber Financial Group charges 0.50%–1.50% a year for its Asset management. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- The negotiated fixed rate for creating client financial plans is between $500 and $15,000.
- Sponsored plan participant asset management
- The fee for providing asset management services to a sponsored plan participant is going to be 1.00% annually.
It has 8 employees, 4 of them in advisory roles.
Leadership
Staff
- 8 employees
- 4 in advisory functions
- 4 state-registered reps
- 6 insurance agents
Besides its headquarters, Imber Financial Group has 0 offices, with 1 listed address in 1 state.
Michigan · 1 listed address
- 955 W Eisenhower Cir, Ste A, Ann ArborHQ
Contact and registration details
- Legal name
- Imber Financial Group, LLC
- Headquarters
- 955 W Eisenhower Cir, Ste A, Ann Arbor, MI 48103
- Website
- imberwealth.com
- Phone
- 734-769-1719
- SEC file
- 801-136712
- Structure
- Michigan LLC
- Fiscal year end
- December
Imber Financial Group does not have custody of client assets.
At year end, Imber Financial Group’s separately managed accounts were mostly in funds (67%) and stocks (25%).
What the accounts hold
- Stocks25%
- Funds67%
- Bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash6%
How many clients does Imber Financial Group have?
Imber Financial Group has 200 clients and manages $106 million for them, as of August 2026. They include 176 individual clients and 24 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 August 2026
What services does Imber Financial Group offer?
Imber Financial Group provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Imber Financial Group charge?
Imber Financial Group charges 0.50%–1.50% a year for its Asset management. The fee is billed in advance or in arrears and is negotiable.
How many financial advisors does Imber Financial Group have?
Imber Financial Group has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Imber Financial Group invest in?
At the end of its last fiscal year, Imber Financial Group’s separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 6% cash and equivalents, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
How does Imber Financial Group get paid?
Imber Financial Group is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Imber Financial Group?
Imber Financial Group’s main office is at 955 W Eisenhower Cir, Ste A, Ann Arbor, MI 48103. Its phone number is 734-769-1719. Its website is imberwealth.com.