IMA Advisory Services, Inc.

RIASEC RegisteredEst. 2014
Total AUM
$3.9B
Discretionary
$3.3B
86% of AUM
Avg account
$3.3M
Accounts
1,191
Employees
50
Advisory reps
47

Firm details

Headquarters
Denver, Colorado
CRD number
112091
Registered since
February 5, 2014
Website
imawealth.com
Custodians
PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Charitable Organizations45.28%
  • Pension & Profit Sharing Plans32.14%
  • HNWI19.78%
  • Individuals2.59%
  • Corporations / Businesses0.22%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

IMA Advisory Services, Inc. is an independent, SEC-registered registered investment adviser that has been operating since 2014. The firm acts as a capital allocator for both individual/family and institutional clients, offering a mix of portfolio management, financial planning, pension consulting and selection of other advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. IMA also operates as an insurance broker and publishes educational material and seminars for clients and prospects. The firm is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 69%, Exchange Traded Equities 20%, Private Funds 5%, US Government Bonds 2%, Cash & Cash Equivalents 2%, Investment Grade Corp Bonds 1%69%
  • Public Funds/Mutual Funds69%
  • Exchange Traded Equities20%
  • Private Funds5%
  • US Government Bonds2%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Valerie Ruppel

    Valerie Ruppel

    Chief Compliance OfficerCRD 4281035

Contacts

3 of 46

  • Nancy Bowes

    Client Service RepresentativeCRD 1476492

  • Robin Meyer

    Robin Meyer

    AnalystCRD 8035689

  • Susan Pool

    Susan Pool

    Financial AdvisorCRD 3178683

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 460

Active vs passive

$1.3B in ETFs

Passive

78%

$999M

Active

16%

$290M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA)BlackRockPassiveLarge Blend$80.9M524,3256.28%
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Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
1705 17th St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth