RIA Intel›Advisers›Florida›INVESTMENT MANAGEMENT LLC

INVESTMENT MANAGEMENT LLC

Advisory

CORAL GABLES, FL

Data as of Aug 18, 2026 · Source: SEC Form ADV

Rank in FL

#2,430

of 2,610 advisers by AUM

Average account

$209K

across 12 accounts

AUM per adviser

$834K

3 advisers

Source: SEC Form ADV. Figures as filed Aug 18, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$3M

Discretionary AUM$2M

Non-Discretionary AUM$66K

Discretionary %97.3%

Total Clients11

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

11 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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