Investment Management Group is a prominent investment advisory firm headquartered in Billings, MT. With a widespread presence encompassing 7 offices, they are well-positioned to serve their clients throughout the region. Boasting a team of 26 dedicated professionals, 21 of whom specialize in investment advisory services, they offer a comprehensive range of expertise to their discerning clientele.
Distinguishing themselves within the industry, Investment Management Group manages an impressive average of approximately $212,890,000 in assets per investment advisor, surpassing the industry average. Their compensation structure is des...
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Assets Under Mgmt
$4.47B
Investment Professionals
21
Locations
6
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Other: ASSET/LIABILITY MODELING USING A THIRD PARTY MODEL / PROVIDE INVESTMENT RECCOMENDATIONS VIA AN AUTOMATED INVESTEMNT PROGRAM
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