Imber Financial Group, LLC: new SEC registration, $106M AUM, Ann Arbor, MI
Imber Financial Group, LLC (Ann Arbor, Michigan): new SEC registration, $106M AUM, Ann Arbor, MI. Its amount of 106 is below the median of 134 (17th percentile). Dated 89 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 106 · 17th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 26 related MI NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Imber Financial Group, LLC |
| Legal name | Imber Financial Group, LLC |
| CRD | 144846 |
| Status | Approved |
| Registered with the SEC | 2026-08-07 |
| Latest Form ADV filing | 2026-08-25 |
| Location | Ann Arbor, MI, United States |
| Regulatory AUM | $106,038,540 |
| Accounts | 518 |
| Employees | 8 |
| Website | http://www.imberwealth.com |
| amount percentile | 17th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (27 MI records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-07
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (MI first): Modell Capital Management LLC · Mbx Investors LLC · Vertrix Wealth Management, LLC · Marnell Management LLC · Northern Edge Wealth Management · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Imber Financial Group, LLC and 27 Michigan peers
- Michigan NewRiaPulse records like this one: 27
- Imber Financial Group, LLC's amount: 17th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Michigan peer: $5,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $106M under management.
- Website on file.
What is the NewRiaPulse record for Imber Financial Group, LLC in Ann Arbor, Michigan?
Imber Financial Group, LLC received SEC registration as an investment adviser (2026-08-07) with $106,038,540 in regulatory assets under management, based in Ann Arbor, MI.
How does Imber Financial Group, LLC compare to other Michigan NewRiaPulse records?
Its amount of 106 is below the median (17th percentile); smaller records often move faster and face less competition. It is 89 days old; check the official source for later updates before acting.
Imber Financial Group, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Imber Financial Group, LLC | Ann Arbor, MI | 106 | 17th | 2026-08-07 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 | |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Michigan NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.