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
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| OSENTOSKI, ALGER, GARY | I | PRESIDENT | D | Control |
| OSENTOSKI, ALGER, GARY | I | PRESIDENT | D | Control |
| PETRIE, ERLE, MARK | I | SECRETARY/CHIEF COMPLIANCE OFFICER | D | Control |
| PETRIE, ERLE, MARK | I | SECRETARY | D | Control |
| LITTLE, JEFFREY, ALONZO | I | TREASURER | C | Control |
| OSENTOSKI, ALGER, GARY | I | PRESIDENT | C | Control |
| PETRIE, ERLE, MARK | I | SECRETARY | C | Control |
Registrations
Federal
IA
Mar 20, 2007 REGISTERED
Notice Filings (1)
CA
Address
2522 CHAMBERS ROADSUITE 110
TUSTIN, CA 92780
USA
Phone: 714-573-4048