IMA Advisory Services, Inc.

RIASEC Registered

Total AUM

$3.9B

Discretionary

$3.3B

86% of AUM

Avg account

$3.3M

Accounts

1,191

Employees

Advisory reps

Firm details

Headquarters: Denver, Colorado
CRD number: 112091
Registered since: February 5, 2014
Website: imawealth.com
Custodians: PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Charitable Organizations45.28%
Pension & Profit Sharing Plans32.14%
HNWI19.78%
Individuals2.59%
Corporations / Businesses0.22%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

IMA Advisory Services, Inc. is an independent registered investment adviser that began SEC registration in 2014. The firm serves both individual and family clients and institutional accounts, operating as a capital allocator that selects outside managers in addition to managing client portfolios directly. Its advisory services include financial planning, portfolio management for individuals and businesses, pension consulting and the selection of other advisers; the firm also publishes periodicals and runs educational workshops. Fee arrangements vary by client and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. IMA also conducts insurance brokerage activities alongside its advisory business and is not identified as an active ESG investor.