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IMA ADVISORY SERVICES, INC.
CRD 112091 · SEC 801-79108
1705 17TH STREET, SUITE 100, DENVER, CO, 80202, United States
Phone
316-266-6574
Fax
316-262-7661
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.90B
Discretionary AUM
$3.35B
Team
50 total employees; 40 advisory reps; 192 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 249 | $101.0M |
| High net worth individuals | 181 | $772.4M |
| Pension/profit sharing plans | 81 | $1.25B |
| Charitable organizations | 63 | $1.77B |
| Corporations/business entities | 5 | $8.4M |
States served
AZ, CA, CO, GA, IL, KS, MA, MT, NJ, NY, NC, OK, SC, TN, UT, VA, MO, TX, CT
All web addresses on file
- http://www.IMARetirement.com
- https://www.linkedin.com/company/syntrinsic/
- http://www.IMAPrivatewealth.com
- https://www.linkedin.com/company/ima-private-wealth
- https://www.linkedin.com/company/ima-retirement/
- https://www.youtube.com/rhondarandell
- https://www.facebook.com/Syntrinsic/
- https://twitter.com/syntrinsic
- https://syntrinsic.com/
- HTTP://WWW.IMACORP.COM
Official SEC filing: View on IAPD