Ima Advisory Services, Inc.
Ima Advisory Services, Inc. (CRD# 112091) is a financial advisory firm headquartered in Wichita, KS. They manage $911,558,004 in 970 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management912MILLION
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Total Number of Accounts970ACCOUNTS
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Average Account Value$939,751
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, CT, IL, KS, MO, NC, OK, TX
Jonathan Schreter (CRD# 7732341) is an Investment Advisor Representative working at Ima Advisory Services, Inc. in Pasadena, CA and has 1 year of experience in the finance industry.
Carlo Thorbourne (CRD# 7732016) is an Investment Advisor Representative working at Ima Advisory Services, Inc. in Pasadena, CA and has 1 year of experience in the finance industry.
Roy Uhl (CRD# 7755975) is an Investment Advisor Representative working at Ima Advisory Services, Inc. in Pasadena, CA and has 1 year of experience in the finance industry.
Richard Walker (CRD# 7732317) is an Investment Advisor Representative working at Ima Advisory Services, Inc. in Pasadena, CA and has 1 year of experience in the finance industry.