FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD
Legal name: FIM GROUP
CRD #109811 SEC #801-33001 TRAVERSE CITY, MI (231) 929-4500
SEC Registered
Total AUM
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Discretionary
--
Employees
0
Clients
0
Accounts
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AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $700.3M | $700.3M | $0 | 29 | 250 |
| Dec 2017 | $659.2M | $659.2M | $0 | 29 | 250 |
| Mar 2017 | $659.2M | $659.2M | $0 | 29 | 1,400 |
| Dec 2016 | $726.8M | $618.3M | $108.5M | 31 | 1,400 |
| Apr 2016 | $726.8M | $618.3M | $108.5M | 31 | 1,400 |
| Mar 2016 | $726.8M | $618.3M | $108.5M | 31 | 1,400 |
| Aug 2015 | $833.8M | $714.7M | $119.1M | 31 | 1,400 |
| Nov 2014 | $825.1M | $724.1M | $101M | 31 | 1,400 |
| Mar 2014 | $731.2M | $654.8M | $76.4M | 28 | 1,400 |
| Jan 2014 | $731.2M | $654.8M | $76.4M | 28 | 1,400 |
| Oct 2013 | $731.2M | $654.8M | $76.4M | 28 | 1,400 |
| Sep 2013 | $631.2M | $605.7M | $25.5M | 22 | 1,200 |
| Nov 2012 | $631.2M | $605.7M | $25.5M | 22 | 1,200 |
| May 2012 | $575.4M | $548.3M | $27M | 11 | 1,000 |
| Jan 2012 | $575.4M | $548.3M | $27M | 11 | 1,000 |
| Feb 2011 | $548.7M | $508.1M | $40.5M | -- | -- |
| Jan 2011 | $548.7M | $508.1M | $40.5M | -- | -- |
| Jan 2011 | $548.7M | $508.1M | $40.5M | -- | -- |
| Dec 2010 | $548.7M | $508.1M | $40.5M | -- | -- |
| May 2010 | $481.6M | $461.6M | $20M | -- | -- |
| Feb 2008 | $755.8M | $708M | $47.7M | -- | -- |
| Nov 2007 | $755.8M | $708M | $47.7M | -- | -- |
| Nov 2007 | $755.8M | $708M | $47.7M | -- | -- |
| Jun 2007 | $658.1M | $614M | $44.1M | -- | -- |
| Dec 2006 | $614.1M | $594.9M | $19.2M | -- | -- |
| Dec 2005 | $517.5M | $509.7M | $7.8M | -- | -- |
| Dec 2005 | $517.5M | $509.7M | $7.8M | -- | -- |
| Jun 2005 | $471.4M | $464.1M | $7.3M | -- | -- |
| Jun 2004 | $339.1M | $339.1M | $0 | -- | -- |
| Nov 2003 | $339.1M | $339.1M | $0 | -- | -- |
| Jul 2001 | $118.7M | $118.7M | $0 | 10 | -- |
| Jul 2001 | $118.7M | $118.7M | $0 | 10 | -- |
DateMar 2018
Total AUM$700.3M
Discretionary$700.3M
Non-Disc.$0
Employees29
Clients250
DateDec 2017
Total AUM$659.2M
Discretionary$659.2M
Non-Disc.$0
Employees29
Clients250
DateMar 2017
Total AUM$659.2M
Discretionary$659.2M
Non-Disc.$0
Employees29
Clients1,400
DateDec 2016
Total AUM$726.8M
Discretionary$618.3M
Non-Disc.$108.5M
Employees31
Clients1,400
DateApr 2016
Total AUM$726.8M
Discretionary$618.3M
Non-Disc.$108.5M
Employees31
Clients1,400
DateMar 2016
Total AUM$726.8M
Discretionary$618.3M
Non-Disc.$108.5M
Employees31
Clients1,400
DateAug 2015
Total AUM$833.8M
Discretionary$714.7M
Non-Disc.$119.1M
Employees31
Clients1,400
DateNov 2014
Total AUM$825.1M
Discretionary$724.1M
Non-Disc.$101M
Employees31
Clients1,400
DateMar 2014
Total AUM$731.2M
Discretionary$654.8M
Non-Disc.$76.4M
Employees28
Clients1,400
DateJan 2014
Total AUM$731.2M
Discretionary$654.8M
Non-Disc.$76.4M
Employees28
Clients1,400
DateOct 2013
Total AUM$731.2M
Discretionary$654.8M
Non-Disc.$76.4M
Employees28
Clients1,400
DateSep 2013
Total AUM$631.2M
Discretionary$605.7M
Non-Disc.$25.5M
Employees22
Clients1,200
DateNov 2012
Total AUM$631.2M
Discretionary$605.7M
Non-Disc.$25.5M
Employees22
Clients1,200
DateMay 2012
Total AUM$575.4M
Discretionary$548.3M
Non-Disc.$27M
Employees11
Clients1,000
DateJan 2012
Total AUM$575.4M
Discretionary$548.3M
Non-Disc.$27M
Employees11
Clients1,000
DateFeb 2011
Total AUM$548.7M
Discretionary$508.1M
Non-Disc.$40.5M
Employees--
Clients--
DateJan 2011
Total AUM$548.7M
Discretionary$508.1M
Non-Disc.$40.5M
Employees--
Clients--
DateJan 2011
Total AUM$548.7M
Discretionary$508.1M
Non-Disc.$40.5M
Employees--
Clients--
DateDec 2010
Total AUM$548.7M
Discretionary$508.1M
Non-Disc.$40.5M
Employees--
Clients--
DateMay 2010
Total AUM$481.6M
Discretionary$461.6M
Non-Disc.$20M
Employees--
Clients--
DateFeb 2008
Total AUM$755.8M
Discretionary$708M
Non-Disc.$47.7M
Employees--
Clients--
DateNov 2007
Total AUM$755.8M
Discretionary$708M
Non-Disc.$47.7M
Employees--
Clients--
DateNov 2007
Total AUM$755.8M
Discretionary$708M
Non-Disc.$47.7M
Employees--
Clients--
DateJun 2007
Total AUM$658.1M
Discretionary$614M
Non-Disc.$44.1M
Employees--
Clients--
DateDec 2006
Total AUM$614.1M
Discretionary$594.9M
Non-Disc.$19.2M
Employees--
Clients--
DateDec 2005
Total AUM$517.5M
Discretionary$509.7M
Non-Disc.$7.8M
Employees--
Clients--
DateDec 2005
Total AUM$517.5M
Discretionary$509.7M
Non-Disc.$7.8M
Employees--
Clients--
DateJun 2005
Total AUM$471.4M
Discretionary$464.1M
Non-Disc.$7.3M
Employees--
Clients--
DateJun 2004
Total AUM$339.1M
Discretionary$339.1M
Non-Disc.$0
Employees--
Clients--
DateNov 2003
Total AUM$339.1M
Discretionary$339.1M
Non-Disc.$0
Employees--
Clients--
DateJul 2001
Total AUM$118.7M
Discretionary$118.7M
Non-Disc.$0
Employees10
Clients--
DateJul 2001
Total AUM$118.7M
Discretionary$118.7M
Non-Disc.$0
Employees10
Clients--