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INVESTMENT MANAGEMENT CONSULTANTS
CRD 122718File 801-122373
APPROVED
Retail clients
Filing as of Apr 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$440.3M
Below cohort median (national)
Discretionary AUM
$141.6M
Non-discretionary $298.6M
Clients
181
437 accounts
Employees
2
Above cohort median in NV
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 24, 2021
- Principal office
- 7390 W. SAHARA AVENUE, SUITE 290, LAS VEGAS, NV, 89117
- Phone
- 702-869-0330
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $440.3M
- Discretionary AUM
- $141.6M
- Non-discretionary AUM
- $298.6M
- Discretionary accounts
- 432
- Non-discretionary accounts
- 5
- Total accounts
- 437
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 33 | $103.1M |
| Pension and profit sharing plans | Fewer than 5 | $2.9M |
| Individuals (other than high net worth individuals) | 147 | $38.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 185 | 181 | decreased by4 |
| May 1, 2026 | Clients | 171 | 185 | increased by14 |
| May 1, 2026 | AUM | $381,615,693 | $440,271,870 | increased by$58,656,177 |
| May 1, 2026 | Accounts | 409 | 437 | increased by28 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 173 | 171 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $339,607,439 | $381,615,693 | increased by$42,008,254 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 376 | 409 | increased by33 |
| Apr 1, 2022 | Clients | 166 | 173 | increased by7 |
| Apr 1, 2022 | AUM | $327,829,073 | $339,607,439 | increased by$11,778,366 |
| Apr 1, 2022 | Accounts | 368 | 376 | increased by8 |
| Oct 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INVESTMENT MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INVESTMENT MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.