# Investment Management Solutions, Inc.

> Investment Management Solutions, Inc. is a state-registered investment advisory firm in Tarzana, CA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 330363
- Filed as: INVESTMENT MANAGEMENT SOLUTIONS, INC.
- Legal name: Investment Management Solutions
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tarzana, CA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330363
- AdvisorCensus page: https://advisorcensus.com/firm/investment-management-solutions-inc-tarzana-ca-330363

## Quick answers

**How is Investment Management Solutions, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Investment Management Solutions, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Investment Management Solutions, Inc. located?**
Investment Management Solutions, Inc.'s principal office is in Tarzana, CA, according to its Form ADV.

**Is Investment Management Solutions, Inc. registered with the SEC or a state?**
Investment Management Solutions, Inc. is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330363.

**How much does Investment Management Solutions, Inc. manage?**
Investment Management Solutions, Inc. reports $13,794 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (0% discretionary).

**What types of clients does Investment Management Solutions, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4).

**Does Investment Management Solutions, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330363

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $13,794
- Discretionary: $0
- Non-discretionary: $13,794

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $13,794 |

### Advisory services (Item 5.G)
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investment Management Solutions, Inc. (CRD 330363): Form ADV filing data as of October 2026.