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Building 2INVESTMENT MANAGERS GROUP, LLC

Map pinTEMECULA, CA
Phone951-225-3260
NotebookSEC #801-134578
Total AUM
$116.8M
Employees
2
Clients
244

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
31045 TEMECULA PARKWAY
SUITE 207
TEMECULA
CA 92592
United States
Operating Hours
9:00AM- 5:00PM
Monday - Friday
Phone
951-225-3260

ReceiptFinancials

Total AUM
$116.8M
Accounts
528
Discretionary
$0
Accounts
0
Non-Discretionary
$116.8M
Accounts
528

ContactClients

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Individual Clients
184
AUM
$36.2M
HNW Individual Clients
60
AUM
$80.5M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO False Statement Finding
State Registrations
AZCAFLNENHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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