Adviser Profile

As of Date 03/23/2026
Registration SEC, Approved, 11/18/2025
Other registrations (7)
Former registrations

INVESTMENT MANAGERS GROUP, LLC

ADV Location TEMECULA, CA, United States
Contact Info 951 xxxxxxx
Websites
AUM* 116,757,023
of that, discretionary 0
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 221,131
% High Net Worth 24.59%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

117M 100M 83M 67M 50M 33M 17M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees