Investors Management Services Inc

RIAState Registered
Total AUM
$35.5M
Discretionary
$35.5M
100% of AUM
Avg account
$1.6M
Accounts
22
Employees
2
Advisory reps
2

Firm details

Headquarters
Harrison Township, Michigan
CRD number
104724
Registered since
February 5, 1969
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Pension & Profit Sharing Plans68.37%
  • HNWI31.63%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Investors Management Services Inc is an independent, Michigan-registered advisory corporation that provides fee-based portfolio management for individuals and small businesses. The firm is owned by an individual and bills clients on a percentage-of-AUM basis. Its mandate centers on direct portfolio management rather than serving as a capital allocator or pension consultant, and it does not market itself as an ESG-focused or multi-state advisory platform. The business targets private clients and families, offering bespoke portfolio oversight rather than broad institutional services. Advisory activity documented for the firm is portfolio management for individuals and small businesses, indicating a client-facing, discretionary investment approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 89%, Cash & Cash Equivalents 8%, US Government Bonds 3%89%
  • Exchange Traded Equities89%
  • Cash & Cash Equivalents8%
  • US Government Bonds3%

Contacts

2 of 2
  • Kimberly Wiggins

    PresidentCRD 5118347

  • Gerald Dehondt

    Vice PresidentCRD 1943376

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Harrison Township, MI

Macomb

Location

Harrison Township, MI

Headquartered in Harrison Township, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Macomb
Address
35464 Jeffers Ct
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth