THE INVESTMENT & MONEY MANAGMENT GROUP, INC.
Legal name: IMMG
CRD #109289 SEC #801-58188 TUSTIN, CA 714-573-4048
SEC Registered
Total AUM
$47.4M
Discretionary
$47.4M
Employees
5
Clients
10
Accounts
343
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2007 | $47.4M | $47.4M | $0 | 5 | -- |
| Mar 2004 | $36.9M | $29.3M | $7.6M | 5 | -- |
| Apr 2002 | $25.3M | $14.4M | $10.9M | 5 | -- |
DateMar 2007
Total AUM$47.4M
Discretionary$47.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$36.9M
Discretionary$29.3M
Non-Disc.$7.6M
Employees5
Clients--
DateApr 2002
Total AUM$25.3M
Discretionary$14.4M
Non-Disc.$10.9M
Employees5
Clients--