# IMA Advisory Services, Inc.

> 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.

- CRD: 112091
- Filed as: IMA ADVISORY SERVICES, INC.
- Also doing business as: IMA PRIVATE WEALTH, IMA RETIREMENT, SYNTRINSIC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: May 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112091
- AdvisorCensus page: https://advisorcensus.com/firm/ima-advisory-services-inc-denver-co-112091

## Quick answers

**How is IMA Advisory Services, Inc. compensated?**
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).

**Where is IMA Advisory Services, Inc. located?**
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).

**Is IMA Advisory Services, Inc. registered with the SEC or a state?**
IMA Advisory Services, Inc. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 112091.

**How much does IMA Advisory Services, Inc. manage?**
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).

**How have IMA Advisory Services, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does IMA Advisory Services, Inc. serve?**
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).

**Which custodians does IMA Advisory Services, Inc. use?**
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.

**Does IMA Advisory Services, Inc. report any disciplinary disclosures?**
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

**Does IMA Advisory Services, Inc. state an account minimum?**
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."

**What changed in IMA Advisory Services, Inc.'s recent Form ADV filings?**
In the June 2026 filing data: Added an office in Denver, CO. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: $50,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $3,904,795,950
- Discretionary: $3,347,598,929
- Non-discretionary: $557,197,021

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 249 | $100,957,827 |
| High net worth individuals | 181 | $772,431,499 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 81 | $1,254,905,808 |
| Charitable organizations | 63 | $1,768,086,384 |
| Corporations or other businesses not listed above | 5 | $8,414,432 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 50 total, 40 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, GA, IL, KS, MA, MO, MT, NC, NJ, NY, OK, SC, TN, TX, UT, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Atlanta, GA
- Dallas, TX
- Denver, CO
- Newton, MA
- Pasadena, CA
- Salt Lake City, UT
- Wichita, KS

### Websites listed on Form ADV (Item 1.I)
- imacorp.com
- imaprivatewealth.com
- imaretirement.com
- syntrinsic.com
- Facebook @Syntrinsic
- LinkedIn @ima-private-wealth
- LinkedIn @ima-retirement
- LinkedIn @syntrinsic
- X @syntrinsic
- YouTube @rhondarandell

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $681,009,333 | 20 | April 22, 2021 |
| October 2022 | $794,453,414 | 22 | March 31, 2022 |
| October 2023 | $721,277,792 | 21 | July 31, 2023 |
| October 2024 | $911,558,004 | 20 | September 10, 2024 |
| October 2025 | $3,158,410,252 | 46 | May 1, 2025 |
| October 2026 | $3,904,795,950 | 50 | May 19, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Added an office in Denver, CO.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. IMA Advisory Services, Inc. (CRD 112091): Form ADV filing data as of October 2026.