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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MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$22,544,205,893	149	56
FCI ADVISORS 5901 College Boulevard, Suite 110 Overland Park, KS, 66211	$15,083,813,669	14421	68
KORNITZER CAPITAL MANAGEMENT, INC. 5420 West 61st Place Mission, KS, 66205-3084	$7,212,926,049	5032	40

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