Investment Managers Group, LLC

Investment Managers Group, LLC (CRD# 164203) is a financial advisory firm headquartered in Temecula, CA. They manage $94,184,152 in 468 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

31045 Temecula Parkway, Suite 207, Temecula, CA 92592

http://investmentmanagersgroup.com/

By the Numbers

Total Assets Under Management

94

MILLION
Total Number of Accounts

468

ACCOUNTS
Average Account Value

$201,248

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Investment Managers Group, LLC

Showing 1 - 2 of 2 top financial advisors.

Allen M. Kay

CRD#: 4474917

31045 Temecula Parkway, Suite 207, Temecula, CA 92592

Allen Kay (CRD# 4474917) is an Investment Advisor Representative working at Investment Managers Group, LLC in Temecula, CA and has over 21 years of experience in the finance industry.

Timothy J. Kay

CRD#: 5443829

31045 Temecula Parkway, Suite 207, Temecula, CA 92592

Timothy Kay (CRD# 5443829) is an Investment Advisor Representative working at Investment Managers Group, LLC in Temecula, CA and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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