INVESTMENT MANAGEMENT SERVICES GROUP, LLC

CRD 144031

4800 DAIRY ROAD, SUITE 101, MELBOURNE, FL, 32904, United States

Phone

321-837-0741

Fax

321-837-0742

Registration

— (—)

Source

State registered

Total AUM

$9.2M

Discretionary AUM

$9.2M

Team

3 total employees; 3 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-13

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	79	$7.5M
High net worth individuals	7	$1.7M

Official SEC filing: View on IAPD