Ima Advisory Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 25, 2026, reports $3.9B in regulatory assets under management, 50 employees, 6 offices, and 1,191 accounts.
Assets Under Management
$3.9B
Employees
50
Offices
6 offices
Total Clients
579
Primary office
DENVER, CO
1705 17TH STREET, SUITE 100, DENVER, CO, United States
Top client segmentIndividuals represent 43.0% of total clients.
Top client categories% of clientsClients
1
Individuals
43.0%
249
2
HNWI
31.3%
181
3
Pension Plans
14.0%
81
4
Charitable
10.9%
63
5
Corporations
0.9%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.9Bas of March 25, 2026
Discretionary85.7%
$3.3B
86% of total RAUM85.7%
Non-discretionary14.3%
$557M
14% of total RAUM14.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.9B
Total Accounts1,191
10Y AUM Change+$3.5B (+814.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees50
Clients per Employee12:1
10Y Employee Change+30 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.