Allocator Index · CRD 122166

INVESTMENT MANAGEMENT GROUP

Billings, MT · 406-655-3960 · stockmanbank.com/wealth-management

SEC IAPD record ↗

Fit score

36

  • hnw>=200+20
  • employees 3-60+8
  • aum $3.0B-$10.0B+8

HNW clients

379

Other individuals

960

HNW assets

$1.04B

Total AUM

$5.24B

Employees

30

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.