Investment Managers Group, LLC

EST. AUM
$110,051,807

CONTACTS
1

CLIENT ACCOUNTS
439

Firm Details

Metro area San Diego
CRD Number 164203
Website investmentmanagersgroup.com
Client types

Overview

Investment Managers Group, LLC is a United States–based registered investment adviser headquartered in Temecula, California. The firm provides discretionary and non-discretionary portfolio management services across a variety of asset classes including equities, fixed income, ETFs, mutual funds, and options. It emphasizes a personalized and fiduciary-driven approach to investment management, focusing on simplicity, transparency, and alignment with client objectives. According to its most recent SEC filing, the firm reports approximately $110 million in regulatory assets under management.

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See in Dakota

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Investment Managers Group, LLC

Platform Details

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