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| Happy Holidays!! thanks for using AUM13F!! |
| IMA Advisory Services Inc
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| CRD # | 112091 |
| SEC # | 801-79108 |
| CIK # | 0001455495 |
| AUM | $3.2 B (2025-05-01) |
| Employees | 46 (76% Investors, 0% Brokers) |
| Phone | 316-266-6574 |
| Address | 1705 17th Street Denver, CO 80202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 11.3 | ||
| Microsoft Corp | 10.7 | ||
| Facebook Inc | 9.7 | ||
| Amazon Com Inc | 7.7 | ||
| CrowdStrike Holdings Inc | 7.6 | ||
| Apple Inc | 6.9 | ||
| J P Morgan Chase & Co | 6.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 426 | 0.1 |
| (b) Individuals (high net worth individuals) | 551 | 0.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 67 | 0.9 |
| (h) Charitable organizations | 62 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,514 | 3.2 |
| By Discretionary | ||
| Discretionary | 1,427 | 2.7 |
| Non-Discretionary | 87 | 0.5 |
| Total | 1,514 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 1,514 | 3.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001455495] |
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