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IMA ADVISORY SERVICES, INC.
DENVER, CO
316-266-6574
SEC #801-79108Total AUM
$3.9B
Employees
50Clients
579Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1705 17TH STREET
SUITE 100
DENVER
CO 80202
United States
SUITE 100
DENVER
CO 80202
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Monday - Friday
Phone
316-266-6574
Other Offices
7
Financials
Total AUM
$3.9B
Accounts
1,191Discretionary
$3.3B
Accounts
1,166Non-Discretionary
$557.2M
Accounts
25
Clients
Individual Clients
249AUM
$101M
HNW Individual Clients
181AUM
$772.4M
Pension/Profit Sharing Plan Clients
81AUM
$1.3B
Charitable Organization Clients
63AUM
$1.8B
Corporation or Business Clients
5AUM
$8.4M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTGAILKSMAMOMTNCNJNYOKSCTNTXUTVA
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.