Overview
Assets Under Management: $5.1 billion
Headquarters: BILLINGS, MT
High-Net-Worth Clients: 910
Average Client Assets: $944,760
Frequently Asked Questions
INVESTMENT MANAGEMENT GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #122166), INVESTMENT MANAGEMENT GROUP is subject to fiduciary duty under federal law.
INVESTMENT MANAGEMENT GROUP is headquartered in BILLINGS, MT.
INVESTMENT MANAGEMENT GROUP serves 910 high-net-worth clients according to their SEC filing dated November 21, 2025. View client details ↓
According to their SEC Form ADV, INVESTMENT MANAGEMENT GROUP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
INVESTMENT MANAGEMENT GROUP manages $5.1 billion in client assets according to their SEC filing dated November 21, 2025.
According to their SEC Form ADV, INVESTMENT MANAGEMENT GROUP serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 910
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.97
Average High-Net-Worth Client Assets: $944,760
Total Client Accounts: 2,813
Discretionary Accounts: 2,496
Non-Discretionary Accounts: 317
Regulatory Filings
CRD Number: 122166
Filing ID: 2029241
Last Filing Date: 2025-11-21 11:34:31
Website: 8