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IMA Wealth Inc
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CRD # | 112091 |
SEC # | 801-79108 |
CIK # | 0001455495 |
AUM | $721.3 MM (2023-03-31) |
Employees | 21 (95% Investors, 81% Brokers) |
Phone | 316-266-6574 |
Address | 430 E Douglas Ave Wichita, KS 67202 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MSFT | 1,918,222.4 | 7.3 | |
AAPL | 2,382,844.0 | 6.8 | |
PG | 338,108.9 | 6.0 | |
VLO | 47,441.2 | 5.6 | |
DHR | 183,136.1 | 5.2 | |
ATVI | 60,330.0 | 4.9 | |
KNX | 7,555.2 | 4.4 | |
FAST | 28,302.5 | 4.0 | |
EXEL | 6,716.3 | 4.0 | |
CRWD | 40,424.6 | 3.8 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 256 | 107.3 |
(b) Individuals (high net worth individuals) | 107 | 328.3 |
(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 | 35 | 263.2 |
(h) Charitable organizations | 4 | 16.9 |
(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 | 2 | 5.7 |
(n) Other | 0 | 0.0 |
Total | 404 | 721.3 |
By Discretionary | ||
Discretionary | 404 | 721.3 |
Non-Discretionary | 0 | 0.0 |
Total | 404 | 721.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 721.3 | |
Total | 404 | 721.3 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001455495] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Allied Investment Advisors LLC
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|
MT | 0.7 |
Tufton Capital Management LLC
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|
MD | 0.7 |
Richard P Slaughter Associates Inc
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|
TX | 0.7 |
Coyle Financial Counsel LLC
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|
IL | 0.7 |
Lafleur & Godfrey LLC
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|
MI | 0.7 |
CGN Advisors LLC
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|
KS | 0.7 |
Brand Asset Management Group Inc
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|
MO | 0.7 |
Hartford Financial Management Inc
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|
CT | 0.7 |
Wealth Dimensions Group Ltd
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|
OH | 0.7 |
Ullmann Wealth Partners Group LLC
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|
FL | 0.7 |