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FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD
FIM GROUP
TRAVERSE CITY, Michigan
·
5 registered advisors
·
CRD# 109811
SEC# 801-33001
2
(231) 929-4500
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
0
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD
5 registered advisors
Barry Abbot Hyman
TRAVERSE CITY, Michigan
CRD# 2213440
Jeffrey Melvin Lokken
TRAVERSE CITY, Michigan
CRD# 1156819
Linda Mary Brzezinski
TRAVERSE CITY, Michigan
CRD# 4391999
Matthew Russell Bohrer
TRAVERSE CITY, Michigan
CRD# 4392008
Paul Howard Sutherland
TRAVERSE CITY, Michigan
CRD# 728366
05
Office Locations
TRAVERSE CITY, Michigan
5 advisors
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Data sourced from SEC Form ADV filings. FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD (CRD# 109811) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.