Insights

Established Expertise FIM Group has over 30 years of experience in risk-managed investment solutions, demonstrating long-term stability and deep industry knowledge that can appeal to sophisticated clients seeking trusted financial advisory services.

Recent Acquisition Having been acquired by Mercer Advisors Inc. in November 2018, FIM Group is now part of a larger wealth management network, which offers opportunities for cross-selling additional financial planning and investment products within Mercer’s client base.

Growth Potential While currently generating between zero and ten million dollars in revenue, FIM Group’s niche focus and long-standing client relationships position it for expansion into more comprehensive financial services and personalized investment solutions.

Technology Stack Utilizing modern digital tools like Drupal, Google Analytics, and jQuery, FIM Group demonstrates a commitment to leveraging technology for client engagement and operational efficiency, opening avenues for marketing and technology partnership opportunities.

Client-Centric Approach Specializing in personalized, tax-efficient investment portfolios and ongoing financial planning, FIM Group’s focus on tailored client service suggests strong prospects for premium advisory and estate planning services targeting high-net-worth individuals and institutions.

FIM Group Tech Stack

FIM Group uses 8 technology products and services including Drupal, Google Fonts API, yepnope.js, and more. Explore FIM Group's tech stack below.

  • Drupal
    Content Management System
  • Google Fonts API
    Font Scripts
  • yepnope.js
    Javascript Frameworks
  • Modernizr
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • PHP
    Programming Languages
  • ZURB Foundation
    UI Frameworks
  • Google Analytics
    Web Analytics

FIM Group's Email Address Formats

FIM Group uses at least 1 format(s):
FIM Group Email FormatsExamplePercentage
FLast@fimg.netJDoe@fimg.net
44%
FL@fimg.netJD@fimg.net
6%
FLast@fimg.netJDoe@fimg.net
44%
FL@fimg.netJD@fimg.net
6%

Frequently Asked Questions

Where is FIM Group's headquarters located?

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FIM Group's main headquarters is located at 111 Cass St Traverse City, MI 49684 United States. The company has employees across 3 continents, including North AmericaEuropeSouth America.

What is FIM Group's phone number?

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You can contact FIM Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is FIM Group's official website and social media links?

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FIM Group's official website is fimg.net and has social profiles on LinkedIn.

How much revenue does FIM Group generate?

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As of October 2025, FIM Group's annual revenue is estimated to be $3.7M.

What is FIM Group's SIC code NAICS code?

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FIM Group's SIC code is 6726 - Unit Investment Trusts, Face-Amount Certificate Offices, and Closed-End Management Investment Offices NAICS code is 52 - Finance and Insurance.

How many employees does FIM Group have currently?

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As of October 2025, FIM Group has approximately 11 employees across 3 continents, including North AmericaEuropeSouth America. Key team members include Administrative Assistant: M. G.. Explore FIM Group's employee directory with LeadIQ.

What industry does FIM Group belong to?

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FIM Group operates in the Financial Services industry.

What technology does FIM Group use?

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FIM Group's tech stack includes DrupalGoogle Fonts APIyepnope.jsModernizrjQueryPHPZURB FoundationGoogle Analytics.

What is FIM Group's email format?

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FIM Group's email format typically follows the pattern of FLast@fimg.net. Find more FIM Group email formats with LeadIQ.
FIM Group

FIM Group

Financial ServicesMichigan, United States11-50 Employees

For over 30 years FIM Group has provided complete risk-managed investment solutions with integrity and distinction. Our existence depends solely on providing consistent, proactive, high-quality service. We strive to maintain long-term relationships by demonstrating our commitment to serving each client’s individual needs. As money managers with a long-term perspective, we emphasize an active, "price matters," holistic approach to portfolio management. It is the combination of skill, ethical and professional staff, economically responsible philosophy, dedicated management and our dynamic thinking that truly makes us unique. Taking care of clients is our central mission. We leverage our core strengths of active investment management and ongoing financial planning to serve your investment and financial needs. We help you prepare for and navigate through today's rapidly changing world. We work with you to assess your financial situation, goals and dreams. As your needs evolve, we provide ongoing financial assistance that could range from retirement plan design to advanced estate planning. Our experienced portfolio management team utilizes an active investment philosophy to create and manage an individualized, tax-efficient portfolio for each client.

Section iconCompany Overview

Headquarters
111 Cass St Traverse City, MI 49684 United States
Phone number
Website
fimg.net
SIC Code
6726 - Unit Investment Trusts, Face-Amount Certificate Offices, and Closed-End Management Investment Offices
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    FIM Group's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    FIM Group's revenue is estimated to be in the range of $1M$10M

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