RIA Intel›Advisers›Florida›INVESTMENT MANAGEMENT SERVICES GROUP, LLC

INVESTMENT MANAGEMENT SERVICES GROUP, LLC

Advisory

MELBOURNE, FL

Data as of Mar 13, 2026 · Source: SEC Form ADV

Rank in FL
#2,213
of 2,610 advisers by AUM
Average account
$89K
across 103 accounts
AUM per adviser
$3M
3 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM
$9M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$9M
Discretionary AUM$9M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients86
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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