IMA ADVISORY SERVICES, INC.

IMA ADVISORY SERVICES, INC. of DENVER, CO is an SEC-registered investment adviser (CRD 112091). Regulatory assets under management: $3.9B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations.

Officers, owners & control persons (24)

NameRoleLocation
Richard William HoltEXECUTIVE VICE PRESIDENT
Michael Shane GreggPRESIDENT
Benjamin Howard Valore-CaplanEXECUTIVE VICE PRESIDENT
Patrick James KrulikHEAD OF INVESTMENTS
Valerie Lynn RuppelCHIEF COMPLIANCE OFFICERCastle Rock, CO
Akasha Ngina AbsherEXECUTIVE VICE PRESIDENT
Matthew Michael ObertEXECUTIVE VICE PRESIDENT
Anna Devine EwingSECRETARY; TREASURER
SMITH MARION KATHLEENSVP, CCO, DIRECTOR
STROHM DAVID LEVERNECEO, CFO, CIO, TREASURER, FINOP,BOARD CHAIR; CIO, BOARD CHAIR; PRESIDENT, CFO,TREASURER, FINOP,BOARD CHAIR
HORNBECK MARGARET ELAINEEXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT/COO/CCO/DIR; SENIOR VICE PRESIDENT/COO/CCO/DIR
POOL SUSAN LOUISESENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT/DIRECTOR
SCHULTZ SUE ANN VOGELGESANGSECRETARY/GENERAL COUNSEL
DAVIS ANTHONY LYNNSVP, CCO, DIRECTOR
GOLDMAN ADAMEXECUTIVE VICE PRESIDENT
COOPER CURTIS WESTONPRESIDENT AND CEO/DIRECTOR; PRESIDENT/DIRECTOR
HOLT RICHARD WILLIAMEXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT; CHIEF INVESTMENT OFFICER; PRESIDENT, DIRECTOR, CIO (+2 more)
KRULIK PATRICK JAMESCHIEF INVESTMENT OFFICER; HEAD OF INVESTMENTS
PAULY ERIC MICHAELGENERAL COUNSEL/SECRETARY
RUPPEL VALERIE LYNNCHIEF COMPLIANCE OFFICER
FLEMING STACY GRAVESCHIEF COMPLIANCE OFFICER
Gregg Michael ShanePRESIDENT
Ewing Anna DevineSECRETARY; TREASURER
Eamon Joseph TwomeySENIOR VICE PRESIDENT

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