# THE INVESTMENT & MONEY MANAGMENT GROUP, INC.

THE INVESTMENT & MONEY MANAGMENT GROUP, INC. of TUSTIN, CA is an SEC-registered investment adviser.

## Registration

- CRD: 109289
- Type: SEC-registered investment adviser
- SEC file number: 801-58188
- Location: 2522 CHAMBERS ROAD, SUITE 110, TUSTIN, CA, 92780
- Phone: 714-573-4048
- Latest filing: 2007-03-20
- Regulatory AUM: $47.4M
- Discretionary AUM: $47.4M
- Clients: 1
- Accounts: 343

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| PETRIE MARK | SECRETARY; SECRETARY/CHIEF COMPLIANCE OFFICER | — |
| OSENTOSKI ALGER GARY | PRESIDENT | — |
| LITTLE JEFFREY ALONZO | TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109289/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109289/similar
- Related entities: https://search.stillhousedata.com/firm/109289/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109289

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.