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INVESTMENT MANAGEMENT GROUP
Tel: 406-655-3960
402 N. Broadway Billings, Montana 59101
INVESTMENT MANAGEMENT GROUP
INVESTMENT MANAGEMENT GROUP is a Billings, Montana based financial advisory firm with nearly $5,065,457,259 in assets under management and provides investment advisory services for 2813 clients. There are currently 30 financial advisors at the firm.
General Information
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)
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
122166
SEC#:
801-61567
No. of Clients:
2813
Assets under Management
$5,065,457,259
No. of Advisors:
30
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