Imus Wilkinson Investment Management, LLC (Tucson)

Name: Imus Wilkinson Investment Management, LLC
Address: 3561 E. Sunrise Road, Tucson, AZ, 85718
Telephone: (520) 777-1911

Imus Wilkinson Investment Management, LLC is a large advisory firm based in Tucson. It manages $113.52 million of regulatory assets for 973 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Arizona, California, Colorado, and 9 other states.

Imus Wilkinson Investment Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Imus Wilkinson Investment Management: assets under management

The assets under management (AUM) of Imus Wilkinson Investment Management, LLC is $113.52 million. The firm's AUM has grown by 127% since the beginning of its operation, and $552.91 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $112.95 million in discretionary accounts and $566.62 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $116.21 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $566.62 thousand.

Imus Wilkinson Investment Management has custody of $112.95 million in cash and securities for 392 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 92% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 7% of the firm’s portfolio. Investments in exchange traded securities form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Imus Wilkinson Investment Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Imus Wilkinson Investment Management serves?

The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Imus Wilkinson Investment Management is individuals with 390 clients and $62.04 million of assets under management. Among the 9 most similar advisory firms, Imus Wilkinson Investment Management has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $110.82 million for 422 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Imus Wilkinson Investment Management doesn't advise any private funds.

Careers at Imus Wilkinson Investment Management, LLC

The company employs 6 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Elbridge Gerry Wilkinson	Managing partner and chief compliance officer	1 Apr 2011	50% - 75%	1614106
Gary Keith Imus	Managing partner	1 Apr 2011	50% - 75%	1328490
Richard E Mundinger	Managing partner	1 Mar 2017	Other	2686311

Based in Tucson

The principal office where Imus Wilkinson Investment Management, LLC performs its advisory services is located at 3561 E. Sunrise Road, Tucson, AZ 85718, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (520) 777-1911. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at imuswilkinson.com.