{
  "crd_number": 112091,
  "slug": "ima-advisory-services-inc-denver-co-112091",
  "primary_business_name": "IMA ADVISORY SERVICES, INC.",
  "legal_name": "IMA ADVISORY SERVICES, INC.",
  "dbas": [
    "IMA PRIVATE WEALTH",
    "IMA RETIREMENT",
    "SYNTRINSIC"
  ],
  "city": "Denver",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-02-05",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-05-19",
  "carried_forward": false,
  "raum_total": 3904795950.0,
  "raum_discretionary": 3347598929.0,
  "raum_non_discretionary": 557197021.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 50,
  "advisory_employees": 40,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 1768086384.0,
      "count": 63
    },
    "individuals": {
      "raum": 100957827.0,
      "count": 249
    },
    "pension_profit_sharing": {
      "raum": 1254905808.0,
      "count": 81
    },
    "high_net_worth_individuals": {
      "raum": 772431499.0,
      "count": 181
    },
    "corporations_other_businesses": {
      "raum": 8414432.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "GA",
    "IL",
    "KS",
    "MA",
    "MO",
    "MT",
    "NC",
    "NJ",
    "NY",
    "OK",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA"
  ],
  "websites": [
    "https://facebook.com/Syntrinsic",
    "https://imacorp.com",
    "https://imaprivatewealth.com",
    "https://imaretirement.com",
    "https://linkedin.com/company/ima-private-wealth",
    "https://linkedin.com/company/ima-retirement",
    "https://linkedin.com/company/syntrinsic",
    "https://syntrinsic.com",
    "https://twitter.com/syntrinsic",
    "https://youtube.com/rhondarandell"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112091",
  "city_as_filed": "DENVER",
  "url": "https://advisorcensus.com/firm/ima-advisory-services-inc-denver-co-112091",
  "display_name": "IMA Advisory Services, Inc.",
  "summary": "IMA Advisory Services, Inc. is an SEC-registered investment advisory firm in Denver, CO, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 19, 2026.",
  "citation": "AdvisorCensus. IMA Advisory Services, Inc. (CRD 112091): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is IMA Advisory Services, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), IMA Advisory Services, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is IMA Advisory Services, Inc. located?",
      "a": "IMA Advisory Services, Inc.'s principal office is in Denver, CO, according to its Form ADV; the June 2026 filing also lists 7 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is IMA Advisory Services, Inc. registered with the SEC or a state?",
      "a": "IMA Advisory Services, Inc. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 112091."
    },
    {
      "q": "How much does IMA Advisory Services, Inc. manage?",
      "a": "IMA Advisory Services, Inc. reports $3,904,795,950 in regulatory assets under management in its Form ADV filing dated May 19, 2026 (86% discretionary)."
    },
    {
      "q": "How have IMA Advisory Services, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for IMA Advisory Services, Inc.: Regulatory assets under management: $681,009,333 in the October 2021 data and $3,904,795,950 in the October 2026 data, up 473%. Total employees: 20 in October 2021 and 50 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does IMA Advisory Services, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (249); high net worth individuals (181); pension and profit sharing plans (but not the plan participants or government pension plans) (81)."
    },
    {
      "q": "Which custodians does IMA Advisory Services, Inc. use?",
      "a": "IMA Advisory Services, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does IMA Advisory Services, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/112091"
    },
    {
      "q": "Does IMA Advisory Services, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 says: \"In general, we require a minimum amount of $50,000 to open and maintain an advisory account or enter into a financial planning agreement. This amount is negotiable at our discretion.\""
    },
    {
      "q": "What changed in IMA Advisory Services, Inc.'s recent Form ADV filings?",
      "a": "In the June 2026 filing data: Added an office in Denver, CO. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 681009333.0,
      "total_employees": 20,
      "filing_date": "2021-04-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 794453414.0,
      "total_employees": 22,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 721277792.0,
      "total_employees": 21,
      "filing_date": "2023-07-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 911558004.0,
      "total_employees": 20,
      "filing_date": "2024-09-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 3158410252.0,
      "total_employees": 46,
      "filing_date": "2025-05-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3904795950.0,
      "total_employees": 50,
      "filing_date": "2026-05-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Added an office in Denver, CO.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 35 to 40.",
        "Regulatory assets under management went from $3,158,410,252 to $3,904,795,950 (+24%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$50,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $50,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "In general, we require a minimum amount of $50,000 to open and maintain an advisory account or enter into a financial planning agreement. This amount is negotiable at our discretion."
        ]
      }
    ],
    "quotes": [
      "In general, we require a minimum amount of $50,000 to open and maintain an advisory account or enter into a financial planning agreement. This amount is negotiable at our discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/ima-advisory-services-inc-denver-co-112091.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 249,
      "fewer_than_5": false,
      "raum": 100957827.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 181,
      "fewer_than_5": false,
      "raum": 772431499.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 81,
      "fewer_than_5": false,
      "raum": 1254905808.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 63,
      "fewer_than_5": false,
      "raum": 1768086384.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 8414432.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112091",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}