IMA ADVISORY SERVICES, INC.
CRD #112091 SEC #801-79108 DENVER, CO 316-266-6574
SEC Registered
Total AUM
$3.2B
Discretionary
$2.7B
Employees
46
Clients
10
Accounts
1,514
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $3.2B | $2.7B | $485.5M | 46 | 161 |
| Mar 2025 | $3.2B | $2.7B | $485.5M | 46 | 161 |
| Jan 2025 | $2.7B | $2.2B | $472.9M | 34 | 155 |
| Sep 2024 | $911.6M | $910.8M | $762.3K | 20 | 151 |
| Aug 2024 | $911.6M | $910.8M | $762.3K | 20 | 151 |
| Jun 2024 | $911.6M | $910.8M | $762.3K | 20 | 151 |
| May 2024 | $911.6M | $910.8M | $762.3K | 20 | 151 |
| May 2024 | $911.6M | $910.8M | $762.3K | 20 | 151 |
| May 2024 | $911.6M | $910.8M | $762.3K | 20 | 151 |
| Apr 2024 | $911.6M | $910.8M | $762.3K | 20 | 151 |
| Mar 2024 | $911.6M | $910.8M | $762.3K | 20 | 151 |
| Feb 2024 | $721.3M | $721.3M | $0 | 21 | 96 |
| Oct 2023 | $721.3M | $721.3M | $0 | 21 | 96 |
| Jul 2023 | $721.3M | $721.3M | $0 | 21 | 96 |
| Mar 2023 | $721.3M | $721.3M | $0 | 21 | 96 |
| Mar 2022 | $794.5M | $794.5M | $0 | 22 | 93 |
| Apr 2021 | $681M | $681M | $0 | 20 | 82 |
| Mar 2021 | $681M | $681M | $0 | 20 | 82 |
| Jan 2021 | $522.5M | $522.5M | $0 | 20 | 75 |
| Jul 2020 | $522.5M | $522.5M | $0 | 20 | 75 |
| May 2020 | $522.5M | $522.5M | $0 | 20 | 75 |
| Jan 2020 | $522.5M | $522.5M | $0 | 20 | 75 |
| Jun 2019 | $443.1M | $443.1M | $0 | 19 | 73 |
| Mar 2019 | $443.1M | $443.1M | $0 | 19 | 73 |
| Nov 2018 | $471M | $471M | $0 | 19 | 49 |
| Sep 2018 | $395.4M | $395.4M | $0 | 19 | 49 |
| Jun 2018 | $395.4M | $395.4M | $0 | 19 | 49 |
| May 2018 | $395.4M | $395.4M | $0 | 19 | 49 |
| Jan 2018 | $414.8M | $409.4M | $5.4M | 19 | 49 |
| Feb 2017 | $427.1M | $344.4M | $82.7M | 20 | 300 |
| Jan 2017 | $427.1M | $344.4M | $82.7M | 20 | 300 |
| Jan 2017 | $427.1M | $344.4M | $82.7M | 20 | 300 |
| Sep 2016 | $377.9M | $313.6M | $64.4M | 20 | 300 |
| Mar 2016 | $409M | $337.4M | $71.6M | 17 | 300 |
| Oct 2015 | $422.4M | $348.2M | $74.2M | 17 | 300 |
| Jul 2015 | $422.4M | $348.2M | $74.2M | 17 | 300 |
| Mar 2015 | $428.7M | $345.2M | $83.5M | 14 | 300 |
| Jun 2014 | $406.4M | $355.7M | $50.7M | 14 | 300 |
| Mar 2014 | $406.4M | $355.7M | $50.7M | 14 | 300 |
| Jan 2014 | $406.4M | $355.7M | $50.7M | 14 | 300 |
| Jan 2014 | $406.4M | $355.7M | $50.7M | 14 | 300 |
DateMay 2025
Total AUM$3.2B
Discretionary$2.7B
Non-Disc.$485.5M
Employees46
Clients161
DateMar 2025
Total AUM$3.2B
Discretionary$2.7B
Non-Disc.$485.5M
Employees46
Clients161
DateJan 2025
Total AUM$2.7B
Discretionary$2.2B
Non-Disc.$472.9M
Employees34
Clients155
DateSep 2024
Total AUM$911.6M
Discretionary$910.8M
Non-Disc.$762.3K
Employees20
Clients151
DateAug 2024
Total AUM$911.6M
Discretionary$910.8M
Non-Disc.$762.3K
Employees20
Clients151
DateJun 2024
Total AUM$911.6M
Discretionary$910.8M
Non-Disc.$762.3K
Employees20
Clients151
DateMay 2024
Total AUM$911.6M
Discretionary$910.8M
Non-Disc.$762.3K
Employees20
Clients151
DateMay 2024
Total AUM$911.6M
Discretionary$910.8M
Non-Disc.$762.3K
Employees20
Clients151
DateMay 2024
Total AUM$911.6M
Discretionary$910.8M
Non-Disc.$762.3K
Employees20
Clients151
DateApr 2024
Total AUM$911.6M
Discretionary$910.8M
Non-Disc.$762.3K
Employees20
Clients151
DateMar 2024
Total AUM$911.6M
Discretionary$910.8M
Non-Disc.$762.3K
Employees20
Clients151
DateFeb 2024
Total AUM$721.3M
Discretionary$721.3M
Non-Disc.$0
Employees21
Clients96
DateOct 2023
Total AUM$721.3M
Discretionary$721.3M
Non-Disc.$0
Employees21
Clients96
DateJul 2023
Total AUM$721.3M
Discretionary$721.3M
Non-Disc.$0
Employees21
Clients96
DateMar 2023
Total AUM$721.3M
Discretionary$721.3M
Non-Disc.$0
Employees21
Clients96
DateMar 2022
Total AUM$794.5M
Discretionary$794.5M
Non-Disc.$0
Employees22
Clients93
DateApr 2021
Total AUM$681M
Discretionary$681M
Non-Disc.$0
Employees20
Clients82
DateMar 2021
Total AUM$681M
Discretionary$681M
Non-Disc.$0
Employees20
Clients82
DateJan 2021
Total AUM$522.5M
Discretionary$522.5M
Non-Disc.$0
Employees20
Clients75
DateJul 2020
Total AUM$522.5M
Discretionary$522.5M
Non-Disc.$0
Employees20
Clients75
DateMay 2020
Total AUM$522.5M
Discretionary$522.5M
Non-Disc.$0
Employees20
Clients75
DateJan 2020
Total AUM$522.5M
Discretionary$522.5M
Non-Disc.$0
Employees20
Clients75
DateJun 2019
Total AUM$443.1M
Discretionary$443.1M
Non-Disc.$0
Employees19
Clients73
DateMar 2019
Total AUM$443.1M
Discretionary$443.1M
Non-Disc.$0
Employees19
Clients73
DateNov 2018
Total AUM$471M
Discretionary$471M
Non-Disc.$0
Employees19
Clients49
DateSep 2018
Total AUM$395.4M
Discretionary$395.4M
Non-Disc.$0
Employees19
Clients49
DateJun 2018
Total AUM$395.4M
Discretionary$395.4M
Non-Disc.$0
Employees19
Clients49
DateMay 2018
Total AUM$395.4M
Discretionary$395.4M
Non-Disc.$0
Employees19
Clients49
DateJan 2018
Total AUM$414.8M
Discretionary$409.4M
Non-Disc.$5.4M
Employees19
Clients49
DateFeb 2017
Total AUM$427.1M
Discretionary$344.4M
Non-Disc.$82.7M
Employees20
Clients300
DateJan 2017
Total AUM$427.1M
Discretionary$344.4M
Non-Disc.$82.7M
Employees20
Clients300
DateJan 2017
Total AUM$427.1M
Discretionary$344.4M
Non-Disc.$82.7M
Employees20
Clients300
DateSep 2016
Total AUM$377.9M
Discretionary$313.6M
Non-Disc.$64.4M
Employees20
Clients300
DateMar 2016
Total AUM$409M
Discretionary$337.4M
Non-Disc.$71.6M
Employees17
Clients300
DateOct 2015
Total AUM$422.4M
Discretionary$348.2M
Non-Disc.$74.2M
Employees17
Clients300
DateJul 2015
Total AUM$422.4M
Discretionary$348.2M
Non-Disc.$74.2M
Employees17
Clients300
DateMar 2015
Total AUM$428.7M
Discretionary$345.2M
Non-Disc.$83.5M
Employees14
Clients300
DateJun 2014
Total AUM$406.4M
Discretionary$355.7M
Non-Disc.$50.7M
Employees14
Clients300
DateMar 2014
Total AUM$406.4M
Discretionary$355.7M
Non-Disc.$50.7M
Employees14
Clients300
DateJan 2014
Total AUM$406.4M
Discretionary$355.7M
Non-Disc.$50.7M
Employees14
Clients300
DateJan 2014
Total AUM$406.4M
Discretionary$355.7M
Non-Disc.$50.7M
Employees14
Clients300