CRD: 164203
Investment Managers Group, LLC
$116.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
244 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- North quantum
- Established Date
- 05-25-2012
- Office Locations
- 1
Office Locations
31045 Temecula Parkway Suite 207 Temecula CA
About Investment Managers Group, LLC
Investment Managers Group, LLC is a Temecula, CA-based registered investment advisor providing financial planning and asset management for retail clients. The team helps clients establish goals and evaluate and select appropriate investments, constructing portfolios that commonly use ETFs, mutual funds, index funds and fixed income. Works with major custodians such as Charles Schwab.
Team overview
-- AVG AGE
$58.4M AVG AUM / ADVISOR
$478.5K AVG AUM / CLIENT
13.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Bridge
Custodian
Vital Zenith Atlas
Investment Themes
Capital Horizon Crest wave
Investment Vehicles
Matrix Oak vector
Services
Pathway Fusion Vector Fusion Ridge vertex Prime harbor Vector
Technology
Ember capital
Owner & Executives
T
TIMOTHY JAMES KAY
Chief Compliance Officer, Managing Member
- CRD
- #5443829
- Ownership
- 75% or more
(907) 338-8423
optima.vital@signalcapital.com
in linkedin.com/in/prime-oak
Showing 1 of 1 owners & executives
Unlock allContacts
A
ALLEN MICHAEL KAY
Investment Advisor
- CRD
- #4474917
(728) 890-4203
insight.glacier@fusioncapital.com
in linkedin.com/in/vital-alpha
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $116,757,023 | $221,131 |
| Total | $116,757,023 | $221,131 |
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Separately Managed Accounts
Total SMA Asset: $116,757,023
Public Funds:
9.4% Equity - Exchange:
27.9% Cash:
21.2% U.S. Government/Agency:
16.9% Other:
8.0% Municipal Bonds:
16.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $575,353,002 | 9.4% |
| Equity - Exchange | $1,707,696,676 | 27.9% |
| Cash | $1,297,604,643 | 21.2% |
| U.S. Government/Agency | $1,034,411,248 | 16.9% |
| Other | $489,662,129 | 8.0% |
| Municipal Bonds | $1,016,048,920 | 16.6% |
| Total | $6,120,776,618 | 100.0% |