The Investment & Money Managment Group, Inc. (Tustin)

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 Investment & Money Managment Group: assets under management

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 firm manages $47.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $138.19 thousand each.

Fees & Commissions

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.

Careers at The Investment & Money Managment Group, Inc.

Alger Gary Osentoski has been acting as President since 1 Jan 1966. Jeffrey Alonzo Little joined the executive team most recently as the Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Erle Mark Petrie	Secretary	1 Jan 1966	25% - 50%	1943839
Alger Gary Osentoski	President	1 Jan 1966	25% - 50%	1785707
Jeffrey Alonzo Little	Treasurer	1 Apr 1966	25% - 50%	2146139

Based in Tustin

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.