INVESTMENT MANAGEMENT SERVICES GROUP, LLC

INVESTMENT MANAGEMENT SERVICES GROUP, LLC of MELBOURNE, FL is an SEC-registered investment adviser (CRD 144031). Regulatory assets under management: $9.2M.

Registration

• CRD: 144031
• Type: Registered investment adviser
• Location: 4800 DAIRY ROAD, MELBOURNE, FL, 32904
• Phone: 321-837-0741
• Latest filing: 2026-03-13
• Regulatory AUM: $9.2M
• Discretionary AUM: $9.2M
• Clients: 3
• Accounts: 103

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144031 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search