Investment Management & Consulting Group is a large advisory firm based in Portland. It manages $433.42 million of regulatory assets for 1,579 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado, Florida, Maine, and 5 other states.
Investment Management & Consulting Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 499 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Investment Management & Consulting Group is $433.42 million. The firm's AUM has grown by 1196% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Investment Management & Consulting Group for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Fredric Wallace Williams has been acting as President since 1 Jan 1995. Francis J Davies joined the executive team most recently as the Vice President Portfolio Manager.
The principal office where Investment Management & Consulting Group performs its advisory services is located at 130 Middle Street, Portland, ME 04112 The mailing address of the firm is 130 Middle Street, Portland, ME 04101. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 207-774-6552 or by fax 207-775-2969. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.imcgrp.com.