Ima Advisory Services, Inc.
● SEC registered since 2014CRD 112091SEC# 801-79108Denver, CO
Reg. AUM
$3.9B
Employees
50
Accounts
1,191
Location
Denver, CO
Ima Advisory Services, Inc. assets under management
Ima Advisory Services, Inc. is a registered investment adviser overseen by the SEC based in Denver, CO. The firm has been registered since 2014. It reports $3.9 billion in regulatory assets under management and employs 50 people.
Ima Advisory Services, Inc. owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Akasha Ngina Absher | Executive Vice President | Under 5% | 2024 |
| Benjamin Howard Valore-Caplan | Executive Vice President | Under 5% | 2024 |
| Eamon Joseph Twomey | Senior Vice President | Under 5% | 2026 |
| Ima Advisors LLC Control | Member | Over 75% | 2023 |
| Matthew Michael Obert | Executive Vice President | Under 5% | 2026 |
| Michael Shane Gregg Control | President | Under 5% | 2024 |
| Patrick James Krulik Control | Head Of Investments | Under 5% | 2024 |
| Richard William Holt Control | Executive Vice President | Under 5% | 2024 |
| Valerie Lynn Ruppel Control | Chief Compliance Officer | Under 5% | 2024 |
| Ima Financial Group, Inc. Control | Member | Over 75% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Ima Advisory Services, Inc. manage?
Ima Advisory Services, Inc. reports $3.9 billion in regulatory assets under management on its Form ADV.
How many employees does Ima Advisory Services, Inc. have?
Ima Advisory Services, Inc. reports 50 employees.
Where is Ima Advisory Services, Inc. located?
Ima Advisory Services, Inc. is based in Denver, CO and has been SEC-registered since 2014.
Does Ima Advisory Services, Inc. disclose fund performance?
Ima Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1705 17th Street, Suite 100, Denver, CO 80202 |
| Phone | 316-266-6574 |
| Fax | 316-262-7661 |
| Office hours | 8:00 - 5:00 |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1455495 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.9B▲ 47%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,306 advisers
EmployeesTop 12%
More than 88% of 16,824 advisers
Assets under management
$3.9Bregulatory AUM
Discretionary $3.35BNon-discretionary $557.2M