Andrew
Harris

Investment Management Group

CRD#7228229
Investment Advisor
in Missoula, MT

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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

Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

321 West Broadway
Missoula, MT 59802

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Investment Management Group Brokerage Details

Total Assets Under Management

$3,130,967,442

MT Average: $2,609,029,241
Total Number of Employees

21

MT Average: 66
Total Number of Accounts

1,415

MT Average: 6,076
Average Account Size

$2,212,698

MT Average: $429,399

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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
  • Other

Andrew Harris Work History

Andrew has 11 years of experience.

2019 - Present (2 years)

Stockman Wealth Management

2016 - Present (5 years)

Stockman Bank

2016 - Present (5 years)

Orange Street Food Farm

2014 - 2019 (5 years)

Sunglasses Hut

2012 - 2015 (3 years)

Universal Athletics

2011 - 2012 (1 year)

Big Sky High School

2009 - 2011 (2 years)

Rosauers

Disclosures

Andrew Harris has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Investment Management Group

Jennifer Hemphill
Billings, MT
Alan Davies
Billings, MT
Kary Parks
Billings, MT
Andrew Harris
Missoula, MT
Eric George
Billings, MT
Erika Ferris
Billings, MT
Brenda Hittmeier
Billings, MT
Hannah Santa Cruz
Missoula, MT

This content was compiled from the SEC and FINRA.

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