Ima Advisory Services, Inc.

$3.9BAssets under management
as of Oct 2026 · SEC Form ADV
Denver, CO
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Tech stack

No one at Ima Advisory Services, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $506M held · filed Sep 2024
T. Rowe Price Investment Services, Inc.
Per Form ADV · $158M held · filed Sep 2024
Great-West Trust Company, LLC
Per Form ADV · $106M held · filed Sep 2024
Fidelity
Per Form ADV · $77M held · filed Sep 2024
Principal Securities, Inc.
Per Form ADV · $47M held · filed Sep 2024