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Home > Retirement Planners > colorado > denver > IMA ADVISORY SERVICES, INC.
IMA ADVISORY SERVICES, INC.
1750 17th Street
Suite 100
Denver, Colorado 80202
Tel: 316-266-6574
About IMA ADVISORY SERVICES, INC.
IMA ADVISORY SERVICES, INC, formally registered with the SEC as IMA ADVISORY SERVICES, INC. The firm was established in 02/05/2014. They have over 9 offices throughout the country.
IMA ADVISORY SERVICES, INC. is a Denver, Colorado based Financial Planning firm with nearly $2,657,648,877 assets under management, offering retirement planning & investment advisory services to 1434 clients. The firm is staffed with 34 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112091 |
| SEC# | 801-79108 |
| Assets Managed by Firm | $2,657,648,877 |
| No. of Clients | 1434 |
| No. of Advisors | 34 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1434 | $2,657,648,877 |
| Individuals (other than high net worth individuals) | 301 | $147,741,710 |
| High net worth individuals | 153 | $570,726,769 |
| Pension and profit sharing plans | 60 | $653,887,112 |
| Charitable organizations | 61 | $1,276,956,030 |
| Corporations or other businesses | 5 | $8,337,256 |
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