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Building 2INVESTMENT MANAGEMENT GROUP INC

Map pinLIVINGSTON, MT
Phone406-222-1133
NotebookSEC #801-15765
Total AUM
$2B
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
124 SOUTH 2ND ST.
LIVINGSTON
MT 59047
USA
Operating Hours
7:00 A.M.-4:00 P.M.
Monday - Friday
Phone
406-222-1133

ReceiptFinancials

Total AUM
$2B
Accounts
161
Discretionary
$18.5M
Accounts
117
Non-Discretionary
$2B
Accounts
44

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
MINIMUM REQUIREMENTS

Shield checkCompliance

Disclosures

None reported

State Registrations
MTSD

HandshakeAffiliates

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

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