INTEGRATED MANAGEMENT SERVICES SPV LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Bloomfield Hills, Michigan
CRD number
310320

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • DENA SOULE

    Managing Partner and Chief Compliance OfficerCRD 4570658

Contacts

2 of 2
  • CHRISTOPHER FORTE

    Co-Founder and Managing PartnerCRD 1400180

  • TODD WAGENBERG

    Co-Founder and Managing PartnerCRD 2745479

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth