INTEGRATED MANAGEMENT SERVICES SPV LLC
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 310320
Firm profile
FINTRXOverview
Integrated Management Services Spv LLC is organized as a limited liability company that functions as an investment adviser outside of standard industry classifications. Ownership is recorded as a mix of a domestic entity and individual ownership. The firm is not identified as a capital allocator, does not self-identify as an active ESG investor, and is not listed as a multistate adviser, pension consultant, or related adviser. The stated industry affiliation is “Other Investment Adviser.” The record does not provide a year of SEC registration.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1DENA SOULE
Managing Partner and Chief Compliance OfficerCRD 4570658
Contacts
2 of 2CHRISTOPHER FORTE
Co-Founder and Managing PartnerCRD 1400180
TODD WAGENBERG
Co-Founder and Managing PartnerCRD 2745479
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bloomfield Hills, MI
OAKLAND
Location
Bloomfield Hills, MI
Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 40950 Woodward Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
BAY PLAN FUND MANAGEMENT LLC
Exempt Reporting AdvisorBloomfield Hills, MI
NORTHERN SHORE CAPITAL LLC
Exempt Reporting AdvisorBloomfield Hills, MI
HIDDEN CAPITAL MANAGEMENT, LLC
Exempt Reporting AdvisorBloomfield Hills, MI
DEVELOP MICHIGAN, INC.
Exempt Reporting AdvisorLANSING, MI
LUDLOW MANAGEMENT GROUP, LLC
Exempt Reporting AdvisorOAK PARK, MI
SPEYSIDE FUND ADVISERS LLC
Exempt Reporting AdvisorSOUTHFIELD, MI