Investment Managers Group, LLC

Investment Managers Group, LLC (CRD# 164203) is a financial advisory firm headquartered in Temecula, CA. They manage $39,458,780 in 343 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    343
    ACCOUNTS
  • Average Account Value
    $115,040
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Investment Managers Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Timothy J. Kay
CRD#: 5443829
31045 Temecula Parkway, Suite 207, Temecula, CA 92592
93
Wealthminder
score

Timothy Kay (CRD# 5443829) is an Investment Advisor Representative working at Investment Managers Group, LLC in Temecula, CA and has over 8 years of experience in the finance industry.

2
Allen M. Kay
CRD#: 4474917
31045 Temecula Parkway, Suite 207, Temecula, CA 92592
38
Wealthminder
score

Allen Kay (CRD# 4474917) is an Investment Advisor Representative working at Investment Managers Group, LLC in Temecula, CA and has over 14 years of experience in the finance industry.

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