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IFMGROUP
INVESTMENT & FINANCIAL MANAGEMENT GROUP LLC
CRD 143632 · SEC 801-67873
185 W CHESTNUT AVE, MONROVIA, CA, 91016, United States
Phone
6265529688
Fax
866-370-7901
Registration
— (—)
Source
State registered
Total AUM
$4.0M
Discretionary AUM
$4.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $2.0M |
| High net worth individuals | 2 | $2.0M |
Official SEC filing: View on IAPD