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:

Firm Name	Assets Under Management	Total Clients	Total Advisors
D.A. DAVIDSON & CO. 8 Third Street North Great Falls, MT, 59401	$36,175,333,459	86818	650
DAVIDSON INVESTMENT ADVISORS, INC. 8 Third Street North Great Falls, MT, 59401-3104	$4,812,943,447	4203	31
STACK FINANCIAL MANAGEMENT INC 625 Wisconsin Avenue Whitefish, MT, 59937-2129	$1,797,664,736	1529	16
BITTERROOT CAPITAL ADVISORS LLC 118 East Main Street Bozeman, MT, 59715	$1,509,082,717	22	8
ALLIED INVESTMENT ADVISORS LLC 3409 Transtech Way, Suite A Billings, MT, 59102	$1,134,563,584	2138	10

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