The Investment & Money Managment Group, Inc. is a large advisory firm based in Tustin. It manages $47.4 million of regulatory assets for 343 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
The Investment & Money Managment Group provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Investment & Money Managment Group, Inc. is $47.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay The Investment & Money Managment Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Alger Gary Osentoski has been acting as President since 1 Jan 1966. Jeffrey Alonzo Little joined the executive team most recently as the Treasurer.
The principal office where The Investment & Money Managment Group, Inc. performs its advisory services is located at 2522 Chambers Road, Tustin, CA 92780, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 714-573-4048 or by fax 714-573-4049. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday.