IMPRINT WEALTH LLC of MOUNT PLEASANT, SC is an SEC-registered investment adviser (CRD 322130). Regulatory assets under management: $131.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Jeffrey Andrew Smith | CHIEF COMPLIANCE OFFICER | Humacao, PR |
| Erik Robert Flegal | MANAGING PARTNER | — |
| SMITH CLARENCE ANDREW | CHIEF COMPLIANCE OFFICER | — |
| MORTARA CHRISTOPHER MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| ABRY REGINALD SCOTT | MANAGING MEMBER; MANAGING PARTNER | — |
| MCQUAID JOSEPH GERARD | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER; MANAGING MEMBER; MANAGING PARTNER (+2 more) | — |