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Allen Michael Kay

Investment Managers Group, LLC

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About Allen Michael Kay

Allen Kay is a registered investment advisor representative with Investment Managers Group, LLC. Allen has been in the securities industry since 2002. Allen is registered with the state of California. Allen has a Series 7 and a Series 66 license. Allen has worked for Wachovia Securities, LLC and Wells Fargo Investments, LLC in the past. Allen is currently based in Temecula, California.

Firm Information

Allen Kay is currently registered with Investment Managers Group, LLC. 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.

$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.

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Allen Kay’s Registration & Firm History

CA

11/27/2012 - Present

Investment Managers Group, LLC (TEMECULA CA)

CA

05/16/2008 - 01/27/2009

WACHOVIA SECURITIES, LLC (BERMUDA DUNES CA)

CA

04/23/2002 - 05/23/2008

WELLS FARGO INVESTMENTS, LLC (HEMET CA)

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Licenses & Designations

BOTH

Issued 10/17/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/22/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Allen Michael Kay. Review regulatory record here.
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