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INVESTMENT MANAGERS GROUP, LLC

TEMECULA, CA · CRD 164203 · IAPD ↗ · investmentmanagersgroup.com · 951-225-3260

$116.8MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
6States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — INVESTMENT MANAGERS GROUP, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
December 2025 — INVESTMENT MANAGERS GROUP, LLC (TEMECULA, CA) is newly SEC-registered with $110.1M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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