CRD: 144031
Investment Management Services Group, LLC
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- Custodian
- Altruist · SSG
- Clients
- Retail and Institutional
- Platforms
- Delta alpha
- Established Date
- 01-02-2008
- Office Locations
- 1
Office Locations
About Investment Management Services Group, LLC
IMS Partners (Investment Management Services Group) is a Melbourne, FL advisory firm focused on retirement management for seniors and retirees, pairing investment management with retirement income planning and estate planning. Their approach manages “safe money” and “risk money” together, prioritizing principal protection and income before growth, and stays current on tax and elder-law changes impacting the senior market. Portfolios are largely ETF-based, with custody including Altruist and SSG.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JULIE MCCARTHY DECKER
Chief Compliance Officer, Managing Member, President
- CRD
- #1859609
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Christopher Syngin Decker
Principal, Senior Project Manager
- CRD
- #7910783
PAUL FRANCIS MCCARTHY III
Investment Advisor Representative
- CRD
- #1298685
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,183,517 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,183,517 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,183,517
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,000,548,603 | 29.1% |
| Public Funds | $3,073,007,648 | 44.7% |
| Cash | $1,801,181,216 | 26.2% |
| Total | $6,874,737,467 | 100.0% |