INVESTMENT MANAGERS GROUP, LLC

TEMECULA, California·1 registered advisor·CRD# 164203
SEC# 801-76673951-225-3260
01

Firm Overview

AUM
$32M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at INVESTMENT MANAGERS GROUP, LLC

1 registered advisor
Timothy James Kay
TEMECULA, California
05

Office Locations

TEMECULA, California
1 advisor

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Data sourced from SEC Form ADV filings. INVESTMENT MANAGERS GROUP, LLC (CRD# 164203) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.