Ima Advisory Services, Inc.
DENVER, CO
Form ADV and provider website profile · CRD 112091 · regulatory data as of May 19, 2026
This profile compiles reported firm AUM, regulatory account 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.
1,191Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$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.
$3.9BTotal Firm AUM
$3.3BDiscretionary AUM
$557MNon-discretionary AUM
1,191Total accounts
1,166Discretionary accounts
25Non-discretionary accounts
Client Mix by Firm AUM
$3.9BFirm AUM
Charities45.3%
Retirement Plans32.1%
High-Net-Worth19.8%
Individuals2.6%
Corporations0.2%
Reported Client Types
Source: Form ADV client recordsCharities45.3%
63 clients$1.8B firm assets
Retirement Plans32.1%
81 clients$1.3B firm assets
High-Net-Worth19.8%
181 clients$772M firm assets
Individuals2.6%
249 clients$101M firm assets
Corporations0.2%
5 clients$8M firm assets
Reported total579 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Charities | $1.8B | 63 | 45.3% |
| Retirement Plans | $1.3B | 81 | 32.1% |
| High-Net-Worth | $772M | 181 | 19.8% |
| Individuals | $101M | 249 | 2.6% |
| Corporations | $8M | 5 | 0.2% |
| Reported total | $3.9B | 579 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…