Overview
Assets Under Management: $117 million
Headquarters: TEMECULA, CA
High-Net-Worth Clients: 60
Average Client Assets: $1.3 million
Frequently Asked Questions
INVESTMENT MANAGERS GROUP, LLC 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 #164203), INVESTMENT MANAGERS GROUP, LLC is subject to fiduciary duty under federal law.
INVESTMENT MANAGERS GROUP, LLC is headquartered in TEMECULA, CA.
INVESTMENT MANAGERS GROUP, LLC serves 60 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, INVESTMENT MANAGERS GROUP, LLC offers portfolio management for individuals. View all service details ↓
INVESTMENT MANAGERS GROUP, LLC manages $117 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, INVESTMENT MANAGERS GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.96%
Average Client Assets: $1.3 million
Total Client Accounts: 528
Non-Discretionary Accounts: 528
Regulatory Filings
CRD Number: 164203
Filing ID: 2074030
Last Filing Date: 2026-03-23 13:07:07