FIM Group Email Format
Financial ServicesMichigan, United States11-50 Employees
FIM Group is a financial services firm based in Traverse City, Michigan, that provides risk-managed investment solutions with a long-term, client-focused approach. As a wealth management firm, it offers active investment management and ongoing financial planning tailored to individual needs, including retirement plan design and estate planning. The firm emphasizes an active investment philosophy and aims to deliver individualized, tax-efficient portfolios through its portfolio management team. The company traces its history to more than 30 years in operation and was acquired by Mercer Advisors in 2018. It has 11 to 50 employees and is located at 111 Cass Street, Traverse City, Michigan 49684, with a website at https://fimg.net.