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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 9 offices throughout the country.
INVESTMENT MANAGEMENT GROUP is a Billings, Montana based Financial Planning firm with nearly $4,470,755,002 assets under management, offering retirement planning & investment advisory services to 2044 clients. The firm is staffed with 26 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 122166 |
| SEC# | 801-61567 |
| Assets Managed by Firm | $4,470,755,002 |
| No. of Clients | 2044 |
| No. of Advisors | 26 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2044 | $4,470,755,002 |
| Individuals (other than high net worth individuals) | 921 | $215,379,286 |
| High net worth individuals | 422 | $547,611,295 |
| Pension and profit sharing plans | 23 | $183,466,148 |
| Charitable organizations | 74 | $102,999,003 |
| Corporations or other businesses | 65 | $93,522,807 |
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