INM Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
INM Advisors, LLC provides portfolio management, pension consulting, and financial planning services to a mix of clients that the brochure lists as employee benefit plans, retirement plans, 529 plans and individuals, including both non‑high‑net‑worth and high‑net‑worth clients. Services described include discretionary portfolio management guided by an Investment Policy Statement, written pension consulting plans and recommendations, and ongoing financial consulting.
The firm uses multiple analytical methods — including scenario, cyclical, quantitative and technical analysis — and a broad set of investment strategies ranging from long‑term investing to short‑term trading, margin, short sales and options. INM documents client risk tolerance and seeks to allocate investment opportunities equitably across accounts, and its advisory model uses asset‑based fees and custodial relationships to obtain execution and research services.
Compared with many investment managers that focus primarily on pooled or institutional assets, the brochure discloses several atypical features: it describes direct pension consulting engagements with written plans, offers retail financial planning and recurring consulting services, and notes participation in custodians’ institutional programs and attendant educational events or seminars. The ADV also reports no assets under management as of the stated calculation date and indicates the firm manages client assets in‑house rather than selecting outside managers.
Client services
Expertise
Fee options
Pension Consulting Services: $10,000 to $50,000; Financial Planning: $1,500 to $4,000; On-going Financial Consulting: $29 per month (negotiable)
$0 - $2,500,000: 1.00% $2,500,001 - $10,000,000: 0.85% $10,000,001+: 0.70%
Account minimum: No account minimum for any of INM's services
Main office location
INM Advisors, LLC
Fair Lawn NJ, United States
Number of offices
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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