Investment Managers Group

Finance · California, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

31045 Temecula Pkwy Ste 207, Temecula, C...

Phone Number

(951) 225-3260

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Investment Managers Group

Investment Managers Group is a Registered Investment Advisor that provides financial planning and asset management solutions to clients. Their team of advisors assists clients in establishing financial goals and selecting appropriate investments. The company emphasizes superior customer service and has the tools and experience necessary to guide clients in their financial journey. They offer advisory services only to clients where they are properly licensed or exempt from licensure.Explore more
Investment Managers Group's Social MediaPopular SearchesInvestment Managers Group LLCInvestment Managers GroupSIC Code 62,628NAICS Code 52,523Show more

Investment Managers Group Org Chart

Alida De Swardt, Chief Executive Officer at Investment Managers Group
United States flag for contact location.

Chief Executive Officer

PhoneEmail
Pv
United States flag for contact location.

Portfolio Executive

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
TK
United States flag for contact location.

Investment Advisor

PhoneEmail
AK
United States flag for contact location.

Investment Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Investment Managers Group your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Investment Managers Group

Compare insights from companies similar to Investment Managers Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Investment Managers Group

<$5M
1-10
Private
-
2012
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$6M
11-50
Private
<$5M
1995
TR
Toni RabrokerChief Operating Officer
$5M
11-50
Private
-
2012
Scott Hurwitz, President at Alliance Wealth Advisors
Scott HurwitzPresident
$5M
1-10
Private
-
2014
Timothy Hooker, Co-Founder & Manager, Private Wealth at Dynamic Wealth Solutions
Timothy HookerCo-Founder & Manager, Private Wealth
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Investment Managers Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Investment Managers Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Investment Managers Group.

Investment Managers Group Tech Stack

A closer look at the technologies used by Investment Managers Group

Top Finance Companies

Frequently Asked Questions Regarding Investment Managers Group

What is Investment Managers Group's official website?
Investment Managers Group's official website is www.investmentmanagersgroup.com
What is Investment Managers Group's Revenue?
Investment Managers Group's revenue is <$5 Million
What is Investment Managers Group's SIC code?
Investment Managers Group's SIC: 62,628
What is Investment Managers Group's NAICS code?
Investment Managers Group's NAICS: 52,523
How many employees does Investment Managers Group have?
Investment Managers Group has 1-10 employees
What industry does Investment Managers Group belong to?
Investment Managers Group is in the industry of: Finance, Securities Trading
What is Investment Managers Group competition?
Investment Managers Group top competitors include: Dynamic Wealth Solutions, Dowd Financial Group, Shlecter Wealth Management, Alliance Wealth Advisors
What technology does Investment Managers Group use?
Some of the popular technologies that Investment Managers Group uses are: WordPress.org, PHP, Google Font API, Microsoft 365
How do I contact Investment Managers Group?
Investment Managers Group contact info: Phone number: (951) 225-3260 Website: www.investmentmanagersgroup.com
What does Investment Managers Group do?

Investment Managers Group is a Registered Investment Advisor that provides financial planning and asset management solutions to clients. Their team of advisors assists clients in establishing financial goals and selecting appropriate investments. The company emphasizes superior customer service and has the tools and experience necessary to guide cl... ients in their financial journey. They offer advisory services only to clients where they are properly licensed or exempt from licensure.Read More

What are Investment Managers Group social media links?
Investment Managers Group Linkedin page
Is Investment Managers Group a public company?
Investment Managers Group is private company therefore does not currently have an official ticker symbol
See more information about Investment Managers Group

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.