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IMA Advisory Services, Inc.

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Total assets under management

$3,904,795,950

More info

Total clients

430

42% high-net worth

Total advisors

39

of 50 employees

Firm size

Multi Team

Average clients per advisor

11

Average account size

$9,080,921

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Main office location

IMA Advisory Services, Inc.

1705 17 Th Street, Suite 100

Denver CO 80202, United States

Number of offices

7

Most active in

More info

Arizona · California · Colorado · Connecticut · Georgia · Illinois · Kansas · Massachusetts · Missouri · Montana · New Jersey · New York · North Carolina · Oklahoma · South Carolina · Tennessee · Texas · Utah · Virginia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 316-266-6574

Advisors at this firm

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Benjamin V

Series 66

Denver, CO

IMA Advisory Services, Inc.
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Matthew K

Series 63, Series 65

Denver, CO

IMA Advisory Services, Inc.
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Matthew R

CFP®, Series 63, Series 66

Denver, CO

IMA Advisory Services, Inc.
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Tracey N

Series 63, Series 65

Lake Forest, IL

IMA Advisory Services, Inc.
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Paige B

Series 63, Series 65

Belgrade, MT

IMA Advisory Services, Inc.
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Richard H

CFA®, Series 63, Series 65

Wichita, KS

IMA Advisory Services, Inc.
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Michael R

Series 63, Series 65

Pasadena, CA

IMA Advisory Services, Inc.
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Jasmine C

CFA®

Denver, CO

IMA Advisory Services, Inc.
user avatar

Andrew S

Series 66

Wichita, KS

IMA Advisory Services, Inc.
user avatar

Eli D

Series 65

Denver, CO

IMA Advisory Services, Inc.
user avatar

Benjamin S

Series 66

Denver, CO

IMA Advisory Services, Inc.
user avatar

Brian H

Series 63, Series 66

Denver, CO

IMA Advisory Services, Inc.
user avatar

Susan P

CFP®, Series 63, Series 65

Wichita, KS

IMA Advisory Services, Inc.
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Cody L

Series 63, Series 65

Denver, CO

IMA Advisory Services, Inc.
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Samantha G

Series 65

Wichita, KS

IMA Advisory Services, Inc.
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