Wealth Manager
    SEC Registered
    Manages Private Funds

    Investment Management Group

    Registered investment advisor · Billings, Montana · CRD #122166

    Assets Under Management
    $5.2B
    Client Accounts
    3,098
    Employees
    30
    CRD Number
    122166
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Investment Management Group

    Investment Management Group is a SEC-registered investment advisory firm headquartered in Billings, Montana, managing approximately $5.2B in regulatory assets across 3,098 client accounts. The firm's full regulatory record is filed with the SEC under CRD #122166.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Investment Management Group

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    Frequently Asked Questions

    What is Investment Management Group's AUM?

    Investment Management Group reports approximately $5.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Investment Management Group headquartered?

    Investment Management Group is headquartered in Billings, Montana.

    What is Investment Management Group's CRD number?

    Investment Management Group's CRD number is 122166. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Investment Management Group manage?

    Investment Management Group manages approximately 3,098 client accounts according to its latest SEC filing.

    Is Investment Management Group SEC registered?

    Yes, Investment Management Group is registered with the SEC as an investment adviser with an approved registration status.

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