INVESTMENT MANAGEMENT GROUP

402 N. Broadway
Billings, Montana 59101
Tel: 406-655-3960

About INVESTMENT MANAGEMENT GROUP

INVESTMENT MANAGEMENT GROUP, formally registered with the SEC as INVESTMENT MANAGEMENT GROUP. The firm was established in 11/08/2002. They have over 10 offices throughout the country.

INVESTMENT MANAGEMENT GROUP is a Billings, Montana based Financial Planning firm with nearly $5,065,457,259 assets under management, offering retirement planning & investment advisory services to 2813 clients. The firm is staffed with 30 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	122166
SEC#	801-61567
Assets Managed by Firm	$5,065,457,259
No. of Clients	2813
No. of Advisors	30

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (ASSET/LIABILITY MODELING USING A THIRD PARTY MODEL / PROVIDE INVESTMENT RECOMMENDATIONS VIA AN AUTOMATED INVESTEMNT PROGRAM)

Firm Client Information

	No. of Clients	AUM
Firm Total	2813	$5,065,457,259
Individuals (other than high net worth individuals)	1659	$284,808,149
High net worth individuals	910	$859,732,286
Pension and profit sharing plans	27	$231,699,746
Charitable organizations	87	$136,767,543
Corporations or other businesses	100	$205,786,031

More Retirement Planning firms in Billings, Montana:

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JACKSON NATIONAL ASSET MANAGEMENT, LLC 1 Corporate Way Lansing, MI, 48951	$246,667,042,077	132	164
PLANTE MORAN FINANCIAL ADVISORS 3000 Town Center, Suite 100 Southfield, MI, 48075	$20,526,058,796	17010	134
OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503	$20,209,044,347	85	74
YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$15,029,547,343	412	15
BRICKTOWN CAPITAL, LLC 600 E. Lafayette Blvd Detroit, MI, 48226	$11,989,880,000	105	31

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