Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
558 clients
Average Client Portfolio
$165K average
Assets Under Management
$92.1M

Fee Structure

There is no fee information in this brochure supplement.

Areas of Practice
Investment Management
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Advisor Information

Office location

1255 Lake Plaza Drive, Suite 244, Colorado Springs, CO, 80906

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Advisers Investment Management, INC.
February 2019 - Present · 6 yrs 11 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Adam Joseph Ermel - Financial Advisor | AdvisorDiscover