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| IMA Advisory Services Inc
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| |
|---|---|
| CRD # | 112091 |
| SEC # | 801-79108 |
| CIK # | 0001455495 |
| AUM | $911.6 MM (2024-08-08) |
| Employees | 20 (95% Investors, 0% Brokers) |
| Phone | 316-266-6574 |
| Address | 430 E Douglas Ave Wichita, KS 67202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 10.2 | |
| AAPL | 2,382,844.0 | 8.3 | |
| META | 434,852.0 | 6.2 | |
| AMZN | 1,092,997.8 | 6.0 | |
| CRWD | 40,424.6 | 5.7 | |
| GOOG | 1,482,566.4 | 5.0 | |
| JPM | 340,169.2 | 4.6 | |
| DDOG | 30,657.5 | 4.5 | |
| VLO | 47,441.2 | 4.2 | |
| XOM | 385,508.3 | 4.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 259 | 131.2 |
| (b) Individuals (high net worth individuals) | 108 | 348.7 |
| (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 | 59 | 405.6 |
| (h) Charitable organizations | 4 | 18.7 |
| (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 | 4 | 7.3 |
| (n) Other | 0 | 0.0 |
| Total | 970 | 911.6 |
| By Discretionary | ||
| Discretionary | 966 | 910.8 |
| Non-Discretionary | 4 | 0.8 |
| Total | 970 | 911.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 911.6 | |
| Total | 970 | 911.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001455495] |
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