Advisor at Imhaus Investment Advisors
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Firm
Imhaus Investment Advisors
Location
Windsor, CA
Credentials
Series 66
Industry experience
20 years
Melissa Imhaus is the sole advisor at Imhaus Investment Advisors, an independent firm based in Windsor, CA. She holds a Series 66 designation and has 20 years of industry experience, including 19 years leading her current firm. Imhaus Investment Advisors provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, and business entities. The firm develops client-specific Investment Policy Statements and employs a combination of fundamental, cyclical, and momentum analysis alongside an asset-allocation model to guide investment decisions.
1.00% annually
Account minimum: $250,000 (may be waived)
Windsor, CA
California · Texas
Imhaus Investment Advisors
2007 - Present (19 years)
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