Investment Management is a California-based firm that refers potential clients to The Private Management Group, Inc. (PMG), a registered investment advisor. Investment Management provides analysis and information sharing about PMG's services but does not offer asset management or investment recommendations themselves. They are compensated by PMG through a revenue share of the advisory fees PMG receives from referred clients. Investment Management provides potential investors with disclosure documents outlining the relationship and potential conflicts of interest.
Assets Under ManagementN/A
Clients105
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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