EI
CFP
EI
CFP

Erich Michael Imphong

12 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
275 clients
Average Client Portfolio
$691K average
Assets Under Management
$189.9M

Fee Structure

Financial Planning:Included in AUM fee
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Location

8401 Connecticut Avenue, Suite 401, Chevy Chase, MD, 20815-5833

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History

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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Other Business ActivitiesSells Insurance

Erich is an insurance agent providing various types of insurance products, dedicating minimal time to this. He is also an investment advisor representative for Plotkin Financial Advisors, LLC and X Advisors, LLC, spending nearly full-time at Plotkin Financial Advisors.

Employment History
Current Registrations
X Advisors, LLC
April 2025 - Present · 10 mos
Independent Financial Group, LLCBroker
October 2016 - Present · 9 yrs 4 mos
Plotkin Financial Advisors, LLC
August 2016 - Present · 9 yrs 6 mos
Previous Registrations
Independent Financial Group, LLC
March 2024 - February 2025 · 11 mos
Geier Asset Management INC
February 2013 - August 2016 · 3 yrs 6 mos
State Registrations21 states
AKARAZCACOCTDCDEFLGAMAMDNCNJNYOHPASCTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.