THE INVESTMENT & MONEY MANAGMENT GROUP, INC.

THE INVESTMENT & MONEY MANAGMENT GROUP, INC. of TUSTIN, CA is an SEC-registered investment adviser (CRD 109289). Regulatory assets under management: $47.4M.

Registration

• CRD: 109289
• SEC file number: 801-58188
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 109289 on SEC IAPD (source of record)
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