Investment Managers Group, LLC

Overview

Investment Managers Group, LLC is a limited liability company operating as a non-independent, retail registered investment adviser. The firm is organized under individual ownership and is registered with the SEC as of 2025. Its stated client focus is individuals and families, and its advisory work centers on portfolio management for individuals and small businesses. Compensation is fee-based, calculated as a percentage of assets under management. The firm does not identify itself as an active ESG investor, is not structured as a capital allocator, and does not act as a pension consultant or related adviser. Industry affiliations include relationships with a broker-dealer and an insurance company, which may affect product sourcing and distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives