FIM Group Employee Directory

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.

Find FIM Group employees' phone numbers or email addresses

FIM Group Global Highlights

Location
Employees

North America
4

Minus sign iconPlus sign icon
  • United States Of America
    4

Asia
1

Minus sign iconPlus sign icon
  • India
    1

Europe
1

Minus sign iconPlus sign icon
  • Azerbaijan
    1

South America
1

Minus sign iconPlus sign icon
  • Peru
    1

FIM Group's Leadership

  • Stylized image of a person
    M. G.
    Administrative Assistant
    Phone icon

FIM Group Employee Metrics

100%
50%
0%
2026
2025
  • Administrative
  • Finance
  • Business
  • Other
  • Community & Social Services
  • Banking
  • Accounting
  • Analytics
  • Arts & Design

Contact profiles from FIM Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. G.
    Administrative Assistant
    Phone icon
    May 29, 2026

Frequently Asked Questions

What is FIM Group known for?

Minus sign iconPlus sign icon
FIM Group operates in the Financial Services industry. The company's main headquarters is located in 111 Cass Street Traverse City, Michigan 49684 United States; you can contact the main corporate office by phone at . Explore FIM Group's company overview page for more information.

What is FIM Group's most common email format?

Minus sign iconPlus sign icon
FIM Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more FIM Group email formats with LeadIQ.

How many employees does FIM Group have currently?

Minus sign iconPlus sign icon
FIM Group has approximately 11 employees as of December 2025. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are FIM Group's key employees and leadership?

Minus sign iconPlus sign icon

As of December 2025, FIM Group's key employees include:

  • Administrative Assistant: M. G.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.