1750 17th Street
Suite 100
Denver, Colorado 80202
Tel: 316-266-6574
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.
| 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 |
| 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 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $107,102,338,153 | 57121 | 550 | |
| $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 |
| $15,083,813,669 | 14421 | 68 | |
| $7,212,926,049 | 5032 | 40 |
Explore More Retirement Advisors in Denver, Colorado