IMI Asset Management

Finance · California, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

7710 Limonite Ave Ste E, Riverside, Cali...

Phone Number

(951) 333-2080

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About IMI Asset Management

IMI Asset Management Company specializes in providing financial services to small to mid-size businesses, medical professionals, entrepreneurs, and high net worth individuals. They focus on helping clients reduce expenses and capture federal tax incentives through their partnership with GMG. The company offers personalized retirement programs, income planning, and various financial products including life insurance and long-term care solutions. With over 25 years of experience, IMI aims to ensure clients do not outlive their retirement income.Explore more
IMI Asset Management's Social MediaPopular SearchesImi Asset Management CoFinancial Services LLCImi Financial Services LLCAsset Management CoIMI Asset ManagementSIC Code 62,628NAICS Code 52,523Show more

IMI Asset Management Org Chart

PhoneEmail
KL
United States flag for contact location.

Chief Executive Officer & Asset Manager

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is IMI Asset Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to IMI Asset Management

Compare insights from companies similar to IMI Asset Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

IMI Asset Management

<$5M
1-10
Private
-
1995
KL
Karla LeonardCEO & Asset Manager
$7.7M
11-50
Private
-
2007
SB
Sally BhaidaniVice President, Business Management
<$5M
1-10
Private
-
2008
SB
Shelley BurgerOffice Manager
<$5M
1-10
Private
-
1969
BG
Ben GalloPresident
<$5M
1-10
Private
-
2007
TW
Timothy WalkerFiduciary Financial Advisor & Founder & Operator
<$5M
1-10
Private
-
2008
WB
William BuxtonFinancial Advisor
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

IMI Asset Management Tech Stack

A closer look at the technologies used by IMI Asset Management

Top Finance Companies

Frequently Asked Questions Regarding IMI Asset Management

What is IMI Asset Management's official website?
IMI Asset Management's official website is www.imiassetmanagementco.com
What is IMI Asset Management's Revenue?
IMI Asset Management's revenue is <$5 Million
What is IMI Asset Management's SIC code?
IMI Asset Management's SIC: 62,628
What is IMI Asset Management's NAICS code?
IMI Asset Management's NAICS: 52,523
How many employees does IMI Asset Management have?
IMI Asset Management has 1-10 employees
What industry does IMI Asset Management belong to?
IMI Asset Management is in the industry of: Finance, Insurance, Securities Trading
What is IMI Asset Management competition?
IMI Asset Management top competitors include: BeamaLife, BLG Financial Services, Frisbie & Associates, Buxton Financial Services
What technology does IMI Asset Management use?
Some of the popular technologies that IMI Asset Management uses are: Cloudflare Website Optimization, Sentry, Rollbar, Cloudflare CDN
How do I contact IMI Asset Management?
IMI Asset Management contact info: Phone number: (951) 333-2080 Website: www.imiassetmanagementco.com
What does IMI Asset Management do?

IMI Asset Management Company specializes in providing financial services to small to mid-size businesses, medical professionals, entrepreneurs, and high net worth individuals. They focus on helping clients reduce expenses and capture federal tax incentives through their partnership with GMG. The company offers personalized retirement programs, inco... me planning, and various financial products including life insurance and long-term care solutions. With over 25 years of experience, IMI aims to ensure clients do not outlive their retirement income.Read More

What are IMI Asset Management social media links?
IMI Asset Management Linkedin page IMI Asset Management Twitter page IMI Asset Management Facebook page
Is IMI Asset Management a public company?
IMI Asset Management is private company therefore does not currently have an official ticker symbol
See more information about IMI Asset Management

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.