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Building 2IMS SECURITIES, INC.DBA IMS FINANCIAL ADVISORS, INC

Map pinHOUSTON, TX
Phone713-266-2993
NotebookSEC #801-57308
Total AUM
$47.3M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1500 CITY WEST BLVD, SUITE 500
HOUSTON
TX 77042
USA
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
713-266-2993

ReceiptFinancials

Total AUM
$47.3M
Accounts
897
Discretionary
$5.1M
Accounts
12
Non-Discretionary
$42.2M
Accounts
885

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCAFLNENVTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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