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).
-
Total Assets Under Management4,779MILLION
-
Total Number of Accounts2,303ACCOUNTS
-
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
Abby Coffee (CRD# 7297144) is an Investment Advisor Representative working at Investment Management Group in Billings, MT and has over 3 years of experience in the finance industry.
Nathan Fisk (CRD# 6473279) is an Investment Advisor Representative working at Investment Management Group in Billings, MT and has 1 year of experience in the finance industry.
Travis Hartman (CRD# 6106122) is an Investment Advisor Representative working at Investment Management Group in Billings, MT and has over 10 years of experience in the finance industry.
Larry Johns (CRD# 2533115) is an Investment Advisor Representative working at Investment Management Group in Billings, MT and has over 28 years of experience in the finance industry.
Michelle Juntunen (CRD# 6363934) is an Investment Advisor Representative working at Investment Management Group in Helena, MT and has over 5 years of experience in the finance industry.
Jessica Neuman (CRD# 4450464) is an Investment Advisor Representative working at Investment Management Group in Missoula, MT and has 1 year of experience in the finance industry.
Mason O'donnell (CRD# 7154564) is an Investment Advisor Representative working at Investment Management Group in Billings, MT and has over 4 years of experience in the finance industry.
Carson Quinnell (CRD# 6423611) is an Investment Advisor Representative working at Investment Management Group in Billings, MT and has 1 year of experience in the finance industry.
Jonathan Skinner (CRD# 7836129) is an Investment Advisor Representative working at Investment Management Group in Sidney, MT and has 1 year of experience in the finance industry.
Molly Werk (CRD# 7660536) is an Investment Advisor Representative working at Investment Management Group in Missoula, MT and has 1 year of experience in the finance industry.