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

More Retirement Planning firms in Denver, Colorado:

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JANUS HENDERSON INVESTORS 151 Detroit Street Denver, CO, 80206	$239,345,489,058	6602	978
PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305
ALPS ADVISORS, INC. 1290 Broadway Suite 1000 Denver, CO, 80203	$24,019,792,910	7	64

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