INVESTMENT MANAGEMENT GROUP

RIASEC RegisteredEst. 2002

Total AUM

$5.2B

Discretionary

$1.8B

33% of AUM

Avg account

$1.7M

Accounts

3,098

Employees

Advisory reps

Firm details

Headquarters: BILLINGS, Montana
CRD number: 122166
Registered since: November 8, 2002
Website: www.stockmanbank.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Banking / Thrift Institutions57.47%
HNWI19.82%
Individuals5.79%
Pension & Profit Sharing Plans5.09%
Charitable Organizations4.37%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Investment Management Group is an independent, SEC-registered RIA formed in 2002 that serves both individual/family and institutional clients. The firm operates as a corporation owned by domestic entities and individuals and charges clients using a mix of percentage-of-AUM fees, fixed fees and other fee arrangements. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm does not identify as an active ESG investor. The firm is not labeled a multi-state adviser in the provided snapshot and is not described as a capital allocator or related adviser. Its industry relationships include connections with other investment advisers, banking or thrift institutions, accounting firms, law firms and insurance companies.