Investment Monitoring Corp (Greenville)

Name: Investment Monitoring Corp
Address: 104 Broadus Avenue, Greenville, SC, 29601
Telephone: 864-233-2788

Investment Monitoring Corp is a large advisory firm based in Greenville. It manages $73.49 million of regulatory assets for 150 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Georgia and South Carolina.

Investment Monitoring Corp provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Investment Monitoring Corp: assets under management

The assets under management (AUM) of Investment Monitoring Corp is $73.49 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $73.49 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $489.91 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Investment Monitoring Corp for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Investment Monitoring Corp

William Brown has been acting as President since 1 May 1995. Christopher Brown joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Brown	President	1 May 1995	75% - 100%	2627550
Christopher Brown	Vice president	1 May 1995	Other	2627553

Based in Greenville

The principal office where Investment Monitoring Corp performs its advisory services is located at 104 Broadus Avenue, Greenville, SC 29601, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 864-233-2788 or by fax 864-370-1713. The normal business hours are 8:30am-5:30pm on Monday - Friday. You can find more information about the New York firm at www.investmentmonitoring.com.