# Investors Management Services Inc

> Investors Management Services Inc is a state-registered investment advisory firm in Harrison Township, MI, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 104724
- Filed as: INVESTORS MANAGEMENT SERVICES INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Harrison Township, MI
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/104724
- AdvisorCensus page: https://advisorcensus.com/firm/investors-management-services-inc-harrison-township-mi-104724

## Quick answers

**How is Investors Management Services Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Investors Management Services Inc reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Investors Management Services Inc located?**
Investors Management Services Inc's principal office is in Harrison Township, MI, according to its Form ADV.

**Is Investors Management Services Inc registered with the SEC or a state?**
Investors Management Services Inc is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 104724.

**How much does Investors Management Services Inc manage?**
Investors Management Services Inc reports $35,453,745 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Investors Management Services Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (20).

**Does Investors Management Services 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/104724

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $35,453,745
- Discretionary: $35,453,745
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | 20 | $11,212,329 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $24,241,416 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- 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. Investors Management Services Inc (CRD 104724): Form ADV filing data as of October 2026.
