Ima Advisory Services, INC.
Denver, CO·SEC-registered · CRD #112091
Ima Advisory Services, INC. is an SEC-registered investment advisory firm in Denver, CO managing $3.9B across 1.2k client accounts, with 40 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.9B
Client accounts
1.2k
Advisory staff
40
Fee model
Fee-based
How Ima Advisory Services, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Ima Advisory Services, INC.
How much does Ima Advisory Services, INC. manage?
Per its most recent SEC Form ADV filing (05/19/2026), Ima Advisory Services, INC. reports $3.9B in regulatory assets under management across roughly 1.2k client accounts.
How does Ima Advisory Services, INC. charge?
Ima Advisory Services, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Ima Advisory Services, INC. a fiduciary?
Yes. Ima Advisory Services, INC. is registered with the U.S. Securities and Exchange Commission (CRD #112091), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Ima Advisory Services, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Ima Advisory Services, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Denver, CO
Profile compiled from Ima Advisory Services, INC.'s public SEC Form ADV filing (CRD #112091, filed 05/19/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Ima Advisory Services, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Ima Advisory Services, INC.? Claim this profile.