Wealth Manager
    SEC Registered
    Manages Private Funds

    Ima Advisory Services, Inc.

    Registered investment advisor · Denver, Colorado · CRD #112091

    Assets Under Management
    $3.9B
    Client Accounts
    1,191
    Employees
    50
    CRD Number
    112091
    Registration
    SEC Registered
    Custodian
    Pershing Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Ima Advisory Services, Inc.

    IMA Advisory Services, Inc. is a federally registered investment adviser based in Denver, Colorado, offering investment advisory, retirement plan, and wealth management services. It operates in the United States and serves non-profit organizations, corporations, and businesses.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Ima Advisory Services, Inc.'s AUM?

    Ima Advisory Services, Inc. reports approximately $3.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Ima Advisory Services, Inc. headquartered?

    Ima Advisory Services, Inc. is headquartered in Denver, Colorado.

    What is Ima Advisory Services, Inc.'s CRD number?

    Ima Advisory Services, Inc.'s CRD number is 112091. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Ima Advisory Services, Inc. manage?

    Ima Advisory Services, Inc. manages approximately 1,191 client accounts according to its latest SEC filing.

    Is Ima Advisory Services, Inc. SEC registered?

    Yes, Ima Advisory Services, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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