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| IMA Advisory Services Inc
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|---|---|
| CRD # | 112091 |
| SEC # | 801-79108 |
| CIK # | 0001455495 |
| AUM | 3,904.8 M (2026-05-19) |
| Employees | 50 (80% Investors, 0% Brokers) |
| Phone | 316-266-6574 |
| Address | 1705 17th Street Denver, CO 80202 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 11.7 | ||
| Apple Inc | 10.1 | ||
| Microsoft Corp | 8.2 | ||
| Alphabet Inc | 8.0 | ||
| Facebook Inc | 7.5 | ||
| Amazon Com Inc | 7.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 249 | 0.1 |
| (b) Individuals (high net worth individuals) | 181 | 0.8 |
| (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 | 81 | 1.3 |
| (h) Charitable organizations | 63 | 1.8 |
| (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 | 1,191 | 3.9 |
| By Discretionary | ||
| Discretionary | 1,166 | 3.3 |
| Non-Discretionary | 25 | 0.6 |
| Total | 1,191 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.9 | |
| Total | 1,191 | 3.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001455495] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 192 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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