Investment Management Group
Billings, MT·SEC-registered · CRD #122166
Investment Management Group is an SEC-registered investment advisory firm in Billings, MT managing $5.2B across 3.4k client accounts, with 23 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.2B
Client accounts
3.4k
Advisory staff
23
Fee model
Fee-based
How Investment Management Group is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Investment Management Group
How much does Investment Management Group manage?
Per its most recent SEC Form ADV filing (05/18/2026), Investment Management Group reports $5.2B in regulatory assets under management across roughly 3.4k client accounts.
How does Investment Management Group charge?
Investment Management Group is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Investment Management Group a fiduciary?
Yes. Investment Management Group is registered with the U.S. Securities and Exchange Commission (CRD #122166), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Investment Management Group taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Investment Management Group and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Investment Management Group's public SEC Form ADV filing (CRD #122166, filed 05/18/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Investment Management Group. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Investment Management Group? Claim this profile.