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INVESTMENT MANAGEMENT GROUP
BILLINGS, MT
406-655-3960
SEC #801-61567Total AUM
$5.2B
Employees
30Clients
1,532Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2700 KING AVE. W
BILLINGS
MT 59102
United States
BILLINGS
MT 59102
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
406-655-3960
Other Offices
8
Financials
Total AUM
$5.2B
Accounts
3,098Discretionary
$1.8B
Accounts
2,808Non-Discretionary
$3.5B
Accounts
290
Clients
Individual Clients
960AUM
$303.3M
HNW Individual Clients
379AUM
$1B
Banking Clients
8AUM
$3B
Pension/Profit Sharing Plan Clients
25AUM
$266.6M
Charitable Organization Clients
64AUM
$229M
Government Entity Clients
12AUM
$165.5M
Insurance Company Clients
3AUM
$23.4M
Corporation or Business Clients
66AUM
$186.1M
Other Clients
15AUM
$15.2M
Description of Other Clients
NOT FOR PROFITS-NON-CHARITABLE
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ASSET/LIABILITY MODELING USING A THIRD PARTY MODEL / PROVIDE INVESTMENT RECOMMENDATIONS VIA AN AUTOMATED INVESTEMNT PROGRAM
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
INSTITUTIONAL/BANK PORTFOLIO -SEE ADV PART 2A ITEM 5
Compliance
Disclosures
None reported
State Registrations
AZCAFLIDMNMTNDNVNYORSDTXWAWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.