Investment Management Group
Investment Management Group (CRD# 122166) is a financial advisory firm headquartered in Billings, MT. They manage $4,779,207,780 in 2,303 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management4,779MILLION
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Total Number of Accounts2,303ACCOUNTS
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Average Account Value$2,075,210
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
AZ, CA, FL, MN, MT, ND, NE, NV, NY, OR, SD, TX, WA, WI, WY
David Ashby (CRD# 6731431) is an Investment Advisor Representative working at Investment Management Group in Helena, MT and has 1 year of experience in the finance industry.
Kyle Geffre (CRD# 2634041) is an Investment Advisor Representative working at Investment Management Group in Billings, MT and has over 23 years of experience in the finance industry.
Eric George (CRD# 5736121) is an Investment Advisor Representative working at Investment Management Group in Billings, MT and has over 13 years of experience in the finance industry.
Jennifer Hemphill (CRD# 5737677) is an Investment Advisor Representative working at Investment Management Group in Billings, MT and has over 14 years of experience in the finance industry.
Brenda Hittmeier (CRD# 4372893) is an Investment Advisor Representative working at Investment Management Group in Billings, MT and has over 23 years of experience in the finance industry.
Claudine Johnson (CRD# 6451542) is an Investment Advisor Representative working at Investment Management Group in Whitefish, MT and has over 9 years of experience in the finance industry.
Ronald O'donnell (CRD# 2346026) is an Investment Advisor Representative working at Investment Management Group in Billings, MT and has over 31 years of experience in the finance industry.
Karyn Sigler (CRD# 3062468) is an Investment Advisor Representative working at Investment Management Group in Billings, MT and has over 22 years of experience in the finance industry.
Patrick Angland (CRD# 2825370) is an Investment Advisor Representative working at Investment Management Group in Billings, MT and has over 27 years of experience in the finance industry.
Sean Burt (CRD# 7377430) is an Investment Advisor Representative working at Investment Management Group in Missoula, MT and has 1 year of experience in the finance industry.