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., RAYMOND JAMES & ASSOCIATES, 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 (SEC-registered in 2014) that serves both individual and institutional clients. The firm operates as a corporation and is identified as a capital allocator: it offers portfolio management for individuals, small businesses, and institutions; financial planning; pension consulting; selection of other advisers; and client education through publications and seminars. IMA also conducts insurance brokerage alongside advisory activities. Its fee arrangements include percentage-of-AUM, hourly, and fixed-fee structures. The firm is not classified as an active ESG investor.