INVESTMENT GROUP MANAGEMENT LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
POTOMAC, Maryland
CRD number
165624

Firm profile

FINTRX

Overview

Investment Group Management LLC operates as a limited liability company with a focus on investment management. The firm is classified as unclassified and does not serve as a capital allocator. It does not actively engage in ESG investing and is not registered as a multi-state adviser. The firm’s investment activity includes advising on a hedge fund, reflecting its preference for alternative investment strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • FRANK SMITH

    President and Chief Executive OfficerCRD 6130373

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

POTOMAC, MD

MONTGOMERY

Location

POTOMAC, MD

Headquartered in POTOMAC, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
11514 Rdg Mist Ter
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth