Assets Under Management
$3.2B
Number of Clients
1,111
Number of Advisors
34
Average Client AUM
$2.8M
AUM per Advisor
$92.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
IMA Advisory Services provides wealth management (asset management), financial planning independent of asset management, and access to third-party money managers through Envestnet. They serve individuals, high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. Investment decisions are made based on individual client needs, typically on a discretionary basis.
1705 17th Street, Suite 100, Denver, CO, 80202