Investment Management Group
About this Advisor
Andrew Harris is a financial advisor operating in Missoula, Montana, who has been in the industry for 11 years. Harris is an employee of Investment Management Group. Throughout their career, they have worked at Stockman Wealth Management, Stockman Bank, Orange Street Food Farm, Sunglasses Hut, Universal Athletics, Big Sky High School and Rosauers. Harris maintains a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Montana. Investment Management Group is a company operating in Missoula, Montana. The firm has offices in four locations and a total of 21 financial advisors. It has $3 billion in assets under management across its 1,415 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 44 charitable organizations. Of its 1,415 customer accounts, 21% are held by high-net-worth investors who have greater than $1 million in assets. Investment Management Group has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Fees charged by financial advisors largely vary depending on the services provided. However, fees charged by Investment Management Group likely consist of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Investment Management Group Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Andrew Harris Work History
Andrew has 11 years of experience.
Stockman Wealth Management
Orange Street Food Farm
Big Sky High School
Andrew Harris has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Investment Management Group