INVESTMENT MANAGEMENT CONSULTANTS
CRD #122718 SEC #801-122373 LAS VEGAS, NV 702-869-0330
SEC Registered
Total AUM
$381.6M
Discretionary
$126.4M
Employees
2
Clients
0
Accounts
409
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $381.6M | $126.4M | $255.3M | 2 | 0 |
| Mar 2024 | $328.8M | $111.3M | $217.5M | 2 | 0 |
| Mar 2023 | $275.5M | $93.8M | $181.7M | 2 | 0 |
| Mar 2022 | $339.6M | $120.4M | $219.2M | 2 | 0 |
| Aug 2021 | $327.8M | $117.6M | $210.3M | 2 | 0 |
| Aug 2021 | $327.8M | $117.6M | $210.3M | 2 | 0 |
| Mar 2017 | $185.2M | $67.8M | $117.4M | 2 | 200 |
| Mar 2017 | $185.2M | $67.8M | $117.4M | 2 | 200 |
| Nov 2016 | $174.4M | $69.1M | $105.4M | 2 | 200 |
| Jun 2016 | $174.4M | $69.1M | $105.4M | 2 | 200 |
| Jun 2016 | $174.4M | $69.1M | $105.4M | 2 | 200 |
| Mar 2016 | $174.4M | $69.1M | $105.4M | 2 | 200 |
| Mar 2015 | $158.4M | $57.7M | $100.7M | 2 | 200 |
| Mar 2014 | $139.8M | $51M | $88.8M | 2 | 200 |
| Mar 2013 | $120M | $45.5M | $74.4M | 3 | 200 |
| Mar 2012 | $107.1M | $44.7M | $62.4M | 1 | 200 |
| May 2011 | $95.7M | $39.4M | $56.4M | 5 | -- |
| Mar 2011 | $92.9M | $39.4M | $53.5M | 5 | -- |
| Mar 2008 | $77.7M | $32.3M | $45.4M | 5 | -- |
| Dec 2007 | $68.8M | $29.6M | $39.2M | 5 | -- |
| Nov 2007 | $68.8M | $29.6M | $39.2M | 5 | -- |
| Mar 2007 | $68.8M | $29.6M | $39.2M | 5 | -- |
| Jan 2006 | $48.3M | $21.5M | $26.8M | 5 | -- |
| Sep 2005 | $30M | $30M | $0 | 5 | -- |
| Aug 2004 | $30M | $30M | $0 | 5 | -- |
DateApr 2025
Total AUM$381.6M
Discretionary$126.4M
Non-Disc.$255.3M
Employees2
Clients0
DateMar 2024
Total AUM$328.8M
Discretionary$111.3M
Non-Disc.$217.5M
Employees2
Clients0
DateMar 2023
Total AUM$275.5M
Discretionary$93.8M
Non-Disc.$181.7M
Employees2
Clients0
DateMar 2022
Total AUM$339.6M
Discretionary$120.4M
Non-Disc.$219.2M
Employees2
Clients0
DateAug 2021
Total AUM$327.8M
Discretionary$117.6M
Non-Disc.$210.3M
Employees2
Clients0
DateAug 2021
Total AUM$327.8M
Discretionary$117.6M
Non-Disc.$210.3M
Employees2
Clients0
DateMar 2017
Total AUM$185.2M
Discretionary$67.8M
Non-Disc.$117.4M
Employees2
Clients200
DateMar 2017
Total AUM$185.2M
Discretionary$67.8M
Non-Disc.$117.4M
Employees2
Clients200
DateNov 2016
Total AUM$174.4M
Discretionary$69.1M
Non-Disc.$105.4M
Employees2
Clients200
DateJun 2016
Total AUM$174.4M
Discretionary$69.1M
Non-Disc.$105.4M
Employees2
Clients200
DateJun 2016
Total AUM$174.4M
Discretionary$69.1M
Non-Disc.$105.4M
Employees2
Clients200
DateMar 2016
Total AUM$174.4M
Discretionary$69.1M
Non-Disc.$105.4M
Employees2
Clients200
DateMar 2015
Total AUM$158.4M
Discretionary$57.7M
Non-Disc.$100.7M
Employees2
Clients200
DateMar 2014
Total AUM$139.8M
Discretionary$51M
Non-Disc.$88.8M
Employees2
Clients200
DateMar 2013
Total AUM$120M
Discretionary$45.5M
Non-Disc.$74.4M
Employees3
Clients200
DateMar 2012
Total AUM$107.1M
Discretionary$44.7M
Non-Disc.$62.4M
Employees1
Clients200
DateMay 2011
Total AUM$95.7M
Discretionary$39.4M
Non-Disc.$56.4M
Employees5
Clients--
DateMar 2011
Total AUM$92.9M
Discretionary$39.4M
Non-Disc.$53.5M
Employees5
Clients--
DateMar 2008
Total AUM$77.7M
Discretionary$32.3M
Non-Disc.$45.4M
Employees5
Clients--
DateDec 2007
Total AUM$68.8M
Discretionary$29.6M
Non-Disc.$39.2M
Employees5
Clients--
DateNov 2007
Total AUM$68.8M
Discretionary$29.6M
Non-Disc.$39.2M
Employees5
Clients--
DateMar 2007
Total AUM$68.8M
Discretionary$29.6M
Non-Disc.$39.2M
Employees5
Clients--
DateJan 2006
Total AUM$48.3M
Discretionary$21.5M
Non-Disc.$26.8M
Employees5
Clients--
DateSep 2005
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--