Investment Management Services Group, LLC

Investment Management Services Group, LLC (CRD# 144031) is a financial advisory firm headquartered in Melbourne, FL. They manage $9,513,057 in 130 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

4800 Dairy Road, Suite 101, Melbourne, FL 32904

http://www.imspartners.net

By the Numbers

Total Assets Under Management

10

MILLION
Total Number of Accounts

130

ACCOUNTS
Average Account Value

$73,177

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Investment Management Services Group, LLC

Showing 1 - 2 of 2 top financial advisors.

Julie M. Decker

CRD#: 1859609

4800 Dairy Road, Suite 101, Melbourne, FL 32904

Julie Decker (CRD# 1859609) is an Investment Advisor Representative working at Investment Management Services Group, LLC in Melbourne, FL and has over 16 years of experience in the finance industry.

Paul F. McCarthy

CRD#: 1298685

4800 Dairy Road, Suite 101, Melbourne, FL 32904

Paul McCarthy (CRD# 1298685) is an Investment Advisor Representative working at Investment Management Services Group, LLC in Melbourne, FL and has over 39 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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