Investment Managers Group, LLC
Investment Managers Group, LLC is an SEC-registered mass-market adviser in Temecula, CA with $116.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Investment Managers Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164203, SEC 801-134578, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $116.8M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- Temecula, CA
- Employees
- 2
- Clients
- 244
- CRD
- 164203
- Ownership
- KAY, TIMOTHY, JAMES
How much AUM does Investment Managers Group, LLC have?
Investment Managers Group, LLC reported $116.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Investment Managers Group, LLC?
Disclosed owners and executives of Investment Managers Group, LLC include KAY, TIMOTHY, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.