Fee-only adviser · Harrison Township, MI
Investors Management Services Inc
Investors Management Services Inc is a fee-only investment adviser registered with the securities regulator of Michigan, with its main office in Harrison Township, Michigan. On its latest Form ADV, filed March 24, 2026, it reports $35M in regulatory assets under management, 20 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Michigan |
|---|---|
| Firm CRD number | 104724 · SEC file 801-5445 |
| Office | 35464 Jeffers Court Suite 100 Harrison Township, MI 48045 |
| Phone | (313) 886-1020 |
| Website | Not listed |
| Regulatory assets under management | $35M |
| Individual clients | 0 non-high-net-worth, 20 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 24, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Nearby
- Clinton Township 1 firm
- St. Clair Shores 3 firms
- Sterling Heights 1 firm
- Fair Haven 1 firm
- Grosse Pointe Farms 4 firms
- Grosse Pointe Woods 1 firm
- Grosse Pointe 1 firm
- Rochester 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Investors Management Services Inc? Update this listing.