Data / Investment advisers / Michigan / Imber Financial Group, LLC
Imber Financial Group, LLC, Ann Arbor, MI: $106 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Imber Financial Group, LLC is an SEC registered investment adviser with its main office in Ann Arbor, Michigan and reports $106 million in regulatory assets under management in its Form ADV filed August 25, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Imber Financial Group, LLC (CRD number 144846): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 144846
- SEC file number
- 801-136712
- SEC status
- Approved, effective August 7, 2026
- Main office
- 955 W Eisenhower Cir Ste a, Ann Arbor, MI 48103
- Phone
- (734) 769-1719
- Website
- imberwealth.com
- Regulatory AUM
- $106,038,540 in the Form ADV filed August 25, 2026
- Discretionary AUM
- $106,038,540
- Accounts
- 518
- Employees
- 8, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 176 | $54.3 million |
| High net worth individuals | 24 | $51.8 million |
Other advisers in Ann Arbor
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sage Hill Capital | Ann Arbor | $214.3 million | Not listed | adviserinfo.sec.gov |
| Vision Capital Partners | Ann Arbor | $168.3 million | Not listed | adviserinfo.sec.gov |
| Four Financial Management | Ann Arbor | $162.7 million | Not listed | adviserinfo.sec.gov |
| Arbor Investment Management | Ann Arbor | $162 million | Not listed | adviserinfo.sec.gov |
| Arborfi Advisors, LLC | Ann Arbor | $148.4 million | Not listed | adviserinfo.sec.gov |
| RPM Ventures III Management, L.L.C. | Ann Arbor | Not listed | 11 | adviserinfo.sec.gov |
| Arboretum Ventures, LLC | Ann Arbor | Not listed | 6 | adviserinfo.sec.gov |
| Straylight Capital Management | Ann Arbor | Not listed | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Ann Arbor, MI
- Investment advisers in Michigan
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Imber Financial Group, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.