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IMA ADVISORY SERVICES, INC.
CRD 112091File 801-79108
APPROVED
Retail clients
Custody
Filing as of May 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.90B
Top 25% of cohort (national)
Discretionary AUM
$3.35B
Non-discretionary $557.2M
Clients
579
1,191 accounts
Employees
50
Top 10% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Feb 5, 2014
- Principal office
- 1705 17TH STREET, SUITE 100, DENVER, CO, 80202
- Phone
- 316-266-6574
- Website
- http://www.IMARetirement.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.90B
- Discretionary AUM
- $3.35B
- Non-discretionary AUM
- $557.2M
- Discretionary accounts
- 1,166
- Non-discretionary accounts
- 25
- Total accounts
- 1,191
- AUM per client
- $6.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $8.4M |
| Charitable organizations | 63 | $1.77B |
| High net worth individuals | 181 | $772.4M |
| Pension and profit sharing plans | 81 | $1.25B |
| Individuals (other than high net worth individuals) | 249 | $101.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.