INVESTMENT MANAGEMENT GROUP is a Billings, Montana based financial advisory firm with nearly $5,065,457,259 in assets under management and provides investment advisory services for 2813 clients. There are currently 30 financial advisors at the firm.
General Information |
| Firm CRD#: | 122166 | |
| SEC#: | 801-61567 | |
| Assets under Management: | $5,065,457,259 | |
| No. of Clients: | 2813 | |
| No. of Advisors: | 30 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Other (ASSET/LIABILITY MODELING USING A THIRD PARTY MODEL / PROVIDE INVESTMENT RECOMMENDATIONS VIA AN AUTOMATED INVESTEMNT PROGRAM) | |
| Fee Structure: | A percentage of AUM, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| BIG SKY WEALTH ADVISORS, LLC | 321272 | 801-130247 | 537 | 2 | $121,445,342 |