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—

Branch offices (7)

CityStateEmployeesPhone
WICHITAKS83162666574
DENVERCO3303-770-5401
DALLASTX3972-458-8700
PASADENACA1626-799-7000
NEWTONMA1857-497-0030
ATLANTAGA1678-904-9333
SALT LAKE CITYUT0385-531-7606

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