INVESTMENT MANAGEMENT GROUP - Financial Advisor in Montana, Billings

Tel: 406-655-3960 402 N. Broadway Billings, Montana 59101

About INVESTMENT MANAGEMENT GROUP

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

Firm SEC#:

801-61567

Assets Under Management:

$5,065,457,259

No. of Clients:

2813

No. of Advisors:

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

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Montana?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Montana, Billings

FirmCRD#:159103

SEC#:801-79202

No. of Advisors:10

No. of Clients:2138

AUM:$1,134,563,584

FirmCRD#:153873

SEC#:801-126137

No. of Advisors:2

No. of Clients:271

AUM:$206,599,567

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

ALLIED INVESTMENT ADVISORS LLC

159103

801-79202

2138

$1,134,563,584

CLADIS INVESTMENT ADVISORY LLC

153873

801-126137

271

$206,599,567

Explore More Financial Advisor Firms in Billings, Montana >>