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INVESTMENT MANAGEMENT GROUP

BILLINGS, MT · CRD 122166 · IAPD ↗ · 406-655-3960

$5.24BRegulatory AUM
23Advisory reps
30Employees
0Clients
51-100Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — INVESTMENT MANAGEMENT GROUP now reports custody of client assets ($591.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
63
February 2026 — INVESTMENT MANAGEMENT GROUP reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
March 2025 — INVESTMENT MANAGEMENT GROUP added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
November 2024 — INVESTMENT MANAGEMENT GROUP notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
September 2024 — INVESTMENT MANAGEMENT GROUP notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.