David
Ashby
Investment Management Group
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About this Advisor
David Ashby is a chartered financial analyst operating out of Helena, Montana with a total of 7 years of relevant experience. Ashby is an employee of Investment Management Group. The advisor has gained experience at Wells Fargo and Stockman Wealth Management. Ashby is approved to work in Montana. Investment Management Group is an advisory firm that has its headquarters in Billings, MT. The investment advisory business has offices in six locations and a total of 26 employees. It administers $5 billion in assets across its 2,044 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 74 charities and foundations. Of its 2,044 client accounts, 28% are held by high-net-worth investors who have greater than $1 million in investable assets. The advisory firm performs a wide assortment of services, including 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 depend on the services offered. However, fee types billed by Investment Management Group can include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Investment Management Group Brokerage Details
$4,470,755,002
26
2,044
$2,187,258
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
David Ashby Work History
David has been registered as a financial advisor for 7 years.*
Stockman Wealth Management
Stockman Wealth Management
Wells Fargo
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Ashby to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Investment Management Group
Billings, MT
Billings, MT
Billings, MT
Helena, MT
Bozeman, MT
Billings, MT
Billings, MT
Billings, MT
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