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INVESTMENT MANAGEMENT CONSULTANTS
CRD 122718 · SEC 801-122373
7390 W. SAHARA AVENUE, SUITE 290, LAS VEGAS, NV, 89117, United States
Phone
702-869-0330
Fax
702-869-3332
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$440.3M
Discretionary AUM
$141.6M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Pension consulting401(K)/403(B)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 147 | $38.5M |
| High net worth individuals | 33 | $103.1M |
| Pension/profit sharing plans | 1 | $2.9M |
States served
NV
Official SEC filing: View on IAPD