Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
1,111 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$50K
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Location

1705 17th Street, Suite 100, Denver, CO, 80202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Blake is a board member for the Young Professionals Board of Special Olympics Colorado, working with special needs athletes. Blake dedicates a few hours per week to this role, which involves marketing, secretarial duties, and social media strategy.

Employment History
Current Registrations
Ima Advisory Services, INC.
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Nylife Securities LLCBroker
July 2023 - July 2024 · 1 yr
State Registrations3 states
COKSTX
Advisor
Exams
No exam information available for this advisor.