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Investment Managers Group, LLC

Headquartered in TEMECULA, CA

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Firm Information

Investment Managers Group, LLC is an investment advisory firm that provides portfolio management for individuals. They manage a total of $94,184,152 in assets for 468 clients, including 55 high-net-worth individuals with $63,960,238 in assets under management and 176 individuals other than high-net-worth with $30,223,914 in assets under management.

Investment Managers Group, LLC

$94.18M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

INVESTMENT MANAGERS GROUP, LLC has a total of 1 branch locations across the country.
location

TEMECULA, CA

Advisors at Investment Managers Group, LLC

View All 2 Advisors
Unclaimed
Timothy James Kay

RA

TEMECULA, CA

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Unclaimed
Allen Michael Kay

RA

TEMECULA, CA

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Disclosures

There are no public disclosures for Investment Managers Group, LLC.

Frequently Asked Questions (9)

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