RIA Intel›Advisers›Colorado›IMA ADVISORY SERVICES, INC.

IMA ADVISORY SERVICES, INC.

Advisory

N·DENVER, CO

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM
$3.9B
1-Year AUM Growth
+26.4%
3-Year CAGR
+9.0%
Employees
40
Assets Under Management
Total AUM$3.9B
Discretionary AUM$3.3B
Non-Discretionary AUM$557M
Discretionary %85.7%
Total Clients1,111
Team
Total Employees40
Investment Advisers50
Employee Growth (1Y)-5.0%
Filing History
Total Filings on Record38
First FilingJan 15, 2014
Latest FilingMar 25, 2026
🔒 Full AUM trend chart and 38 historical filings spanning 12+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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