FIM Group

FIM Group Employee Directory

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.

Find FIM Group employees' phone numbers or email addresses

FIM Group Global Highlights

Location
Employees

North America
18

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  • United States Of America
    18

South America
1

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  • Peru
    1

FIM Group's Leadership

  • Stylized image of a person
    P. S.
    President / Chief Investment Officer
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  • Stylized image of a person
    B. W.
    Accounting Manager
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  • Stylized image of a person
    P. L.
    Office Manager
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  • Stylized image of a person
    P. L.
    Business Office Manager
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  • Stylized image of a person
    P. L.
    Office Manager
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    Z. L.
    Portfolio Manager
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    A. M.
    Client Advisor
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  • Stylized image of a person
    A. M.
    Financial Adviser
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FIM Group Employee Metrics

100%
50%
0%
2024
2023
  • Administrative
  • Finance
  • Business
  • Other

Contact profiles from FIM Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. G.
    Administrative Assistant
    Phone icon
    United StatesMichigan
    Oct 18, 2024
  • Stylized image of a person
    R. B.
    Client Services
    Phone icon
    United StatesMichigan
    Aug 06, 2024
  • Stylized image of a person
    G. H.
    Phone icon
    UNITED STATES
    Oct 22, 2024

Frequently Asked Questions

What is FIM Group known for?

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FIM Group operates in the Financial Services industry. The company's main headquarters is located in 111 Cass St Traverse City, MI 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?

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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?

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FIM Group has approximately 11 employees as of December 2024. These team members are located across 2 continents, including North AmericaSouth America.

Who are FIM Group's key employees and leadership?

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As of December 2024, FIM Group's key employees include:

  • President / Chief Investment Officer: P. S.
  • Accounting Manager: B. W.
  • Office Manager: P. L.
  • Business Office Manager: P. L.
  • Office Manager: P. L.

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