Philip
Howeth

Investment Management Group

CRD#2026406
Investment Advisor
in Helena, MT

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About this Advisor

Philip Howeth is a financial advisor who works out of Helena, Montana who has 8 years of industry experience. Howeth is currently employed by Investment Management Group. Throughout their career, they have worked at Stockman Asset Management, Annaco Investment Management, Inc and Stockman Wealth Management. Howeth has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Montana and Texas. Investment Management Group is a registered investment business based in Billings, MT. The company has offices in six locations and a total of 26 employees. It controls $5 billion in assets under management among its 2,044 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 74 charitable organizations. Of its 2,044 customer accounts, 28% belong to high-net-worth investors who have greater than $1 million in assets. The business offers a number 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 depend on which services the firm provides the client. Fees charged by Investment Management Group can consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 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

Office Location

3094 North Sanders Street
Helena, MT 59601

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Investment Management Group Brokerage Details

Total Assets Under Management

$4,470,755,002

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

26

MT Average: 66
Total Number of Accounts

2,044

MT Average: 6,076
Average Account Size

$2,187,258

MT Average: $429,399

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

Philip Howeth Work History

Philip has been registered as a financial advisor for 8 years.*

2019 - Present (5 years)

Stockman Wealth Management

2016 - 2019 (3 years)

Stockman Wealth Management

2015 - 2016 (1 year)

Stockman Asset Management

2011 - 2015 (4 years)

Annaco Investment Management, Inc

*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 Philip Howeth 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

Brenda Hittmeier
Billings, MT
Kary Meschke
Billings, MT
Patrick Angland
Billings, MT
Michelle Juntunen
Helena, MT
Travis Hartman
Bozeman, MT
Carson Quinnell
Billings, MT
Molly Werk
Missoula, MT
Karyn Sigler
Billings, MT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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