firm profile
Investment Management Group
Overview
Investment Management Group is an SEC registered investment adviser based in Billings, MT, registered since 2002. It reports $5.2B in assets under management across 3,098 accounts, with 30 employees. It has 25 investment adviser representatives.
- Reported AUM
- $5.2B
- Discretionary
- 33%
- Accounts
- 3,098
- Average account
- $1.7M
- Employees
- 30
- Advisory reps
- 25
- Registered since
- 2002
- Jurisdictions
- 16
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Other Fees and Percentage of Assets
Executive officers 3 of 14
- Ronald Wayne O'Donnell Chairman, Chief Executive Officer CRD 2346026
- Larry Douglas Johns President, Chief Investment Officer, Chief Compliance Officer CRD 2533115
- Caren Lorene Coffee Vice Chair CRD 4601808
11 more executive officers, with direct contact details
Advisory reps 3 of 25
- Patrick Herbert Angland Investment Adviser Rep CRD 2825370
- David William Ashby Investment Adviser Rep CRD 6731431
- Joshua Taylor Bartling Investment Adviser Rep CRD 7946244
22 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 2700 King Ave W
Billings, MT 59102 - County
- Yellowstone
- Metro area
- Billings, MT
- Region
- West
Registrations
- SEC registered
- Registered in 16 jurisdictions
- Website: stockmanbank.com/wealth-management
Every state, with registration dates
Similar firms near Billings
- Allied Investment Advisors LLCBillings, MT$1.5B AUM
- Capstone WealthBillings, MT$354M AUM
- Cladis Investment Advisory LLCBillings, MT$243M AUM
- Optima Capital ManagementBillings, MT$36.8M AUM
- Stapleton Financial GroupBillings, MT$15.8M AUM
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