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Timothy James Kay

INVESTMENT MANAGERS GROUP, LLC·TEMECULA, California
Clean recordINVESTMENT MANAGERS GROUP, LLC
31045 TEMECULA PARKWAY, TEMECULA, CA 92592CRD# 5443829Firm CRD# 164203

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy James Kay · TEMECULA, CA
Registration
CRD #5443829 · INVESTMENT MANAGERS GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Timothy James Kay is a registered financial advisor based in TEMECULA, California, affiliated with INVESTMENT MANAGERS GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
INVESTMENT MANAGERS GROUP, LLC
INVESTMENT MANAGERS GROUP, LLC
AUM
$32M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at INVESTMENT MANAGERS GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Commissions
Regulatory
SEC/IARD CRD# 5443829
Firm CRD# 164203
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Timothy James Kay offer?
Timothy James Kay specializes in Financial Planning, Investment Management. Contact their office in TEMECULA, California for a consultation.
What are Timothy James Kay's credentials?
Timothy James Kay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy James Kay located?
Timothy James Kay is based in TEMECULA, California, working with INVESTMENT MANAGERS GROUP, LLC. Their office serves clients in the TEMECULA metropolitan area and surrounding communities.
How does Timothy James Kay charge for services?
Timothy James Kay's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTMENT MANAGERS GROUP, LLC?
INVESTMENT MANAGERS GROUP, LLC is a registered investment adviser with the SEC, managing $32M in regulatory assets under management. See their Form ADV for full details.
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Research
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