Investment Management Trust, LLC

Financial planning in Fitchburg, MA

SEC registeredNo commissions reported

Call (978) 343-3344 Send a message Map ↗

Public-record details

Address: 14 Oliver St, Fitchburg, MA 01420
Phone: (978) 343-3344
Listed under: Financial planning, % of assets managed
CRD number: 129456
Registration: SEC registered since 2025-04-14
Compensation (Form ADV 5.E): Percentage of assets under management
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $123.5 million
Accounts managed: 305
Clients reported (Form ADV 5.D): 147
Individual / high-net-worth clients: 105 / 42
Employees: 1
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-25

SEC registered investment adviser, CRD 129456, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 129456 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.