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INVESTMENT MANAGERS GROUP, LLC
CRD 164203 · SEC 801-134578
31045 TEMECULA PARKWAY, SUITE 207, TEMECULA, CA, 92592, United States
Phone
951-225-3260
Fax
951-302-3645
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$116.8M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 184 | $36.2M |
| High net worth individuals | 60 | $80.5M |
States served
AZ, CA, NE, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD