INVESTMENT MANAGEMENT SOLUTIONS, INC.

INVESTMENT MANAGEMENT SOLUTIONS, INC. of TARZANA, CA is an SEC-registered investment adviser (CRD 330363). Regulatory assets under management: $14K.

Registration

• CRD: 330363
• Type: Registered investment adviser
• Location: 18321 VENTURA BLVD, TARZANA, CA, 91356
• Phone: 818-345-5900
• Latest filing: 2026-03-25
• Regulatory AUM: $14K
• Non-discretionary AUM: $14K
• Clients: 4
• Accounts: 4

Business model

Compensation: % of AUM.

Clients served: Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 330363 on SEC IAPD (source of record)
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