IMA ADVISORY SERVICES, INC.

Overview

IMA Advisory Services, Inc. is an independent registered investment adviser that has been SEC-registered since 2014 and operates as a corporation owned by a domestic entity and an individual. The firm serves both individual/family and institutional clients and functions as a capital allocator, arranging allocations to third‑party managers in addition to managing client portfolios directly. Its advisory offerings include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers. IMA also engages in distribution and education through periodicals and seminars, and it operates an insurance brokerage line. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify itself as an active ESG investor.

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Public Holdings

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Location & Offices