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Ima Advisory Services, Inc. logo

Ima Advisory Services, Inc.

DENVER, CO

Form ADV and provider website profile · CRD 112091 · regulatory data as of May 19, 2026

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This profile compiles reported firm AUM, institutional client counts, ownership information, and source-linked regulatory records for Ima Advisory Services, Inc.. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$3.9BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
1,191Institutional ClientsInstitutional ClientsInstitutional client relationships identified from the firm’s Form ADV data. This is not necessarily the number of OCIO mandates.
$3.3BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$557MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameIMA ADVISORY SERVICES, INC.

CRD number112091

Firm foundedNot reported

SEC registration dateFeb 5, 2014

Employees50

Advisory professionals40

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

1705 17TH STREET, DENVER, CO, 80202

316-266-6574

https://syntrinsic.com/

LinkedIn not reported

Firm AUM History (USD)

Source: Form ADV
$3.9B

As of May 19, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Charities45.3%$1.8B
Retirement Plans32.1%$1.3B
High-Net-Worth19.8%$772M
Individuals2.6%$101M
Corporations0.2%$8M

Percentages and AUM are shown from the same reported Form ADV client-type records.