INVESTMENT MANAGERS GROUP, LLC
CRD #164203 SEC #801-134578 TEMECULA, CA 951-225-3260
SEC Registered
Total AUM
$110.1M
Discretionary
$0
Employees
2
Clients
--
Accounts
439
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KAY, TIMOTHY, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, TIMOTHY, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, TIMOTHY, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, TIMOTHY, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, TIMOTHY, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, TIMOTHY, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Nov 14, 2025 REGISTERED
Notice Filings (5)
AZ CA FL NE TX
Address
31045 TEMECULA PARKWAYSUITE 207
TEMECULA, CA 92592
United States
Phone: 951-225-3260