Investors Management Services Inc
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Cash & Cash Equivalents8%
- US Government Bonds3%
Contacts
2 of 2Kimberly Wiggins
PresidentCRD 5118347
Gerald Dehondt
Vice PresidentCRD 1943376
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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