The IMA WEALTH GROUP is a privately held investment adviser that advises $4.07Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. IMA WEALTH GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 497.92% over the last 5-years.
The Group has been registered with the SEC for 12.49 years and is comprised of 2 filing and 0 relying advisers. They operate out of 11 office locations with their Headquarters at 1705 17TH STREET SUITE 100, DENVER, KANSAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 56 employees comprised of 46 investment and 10 non-investment staff. The total number of Employees increased by 180% over the last 5-years.
Their $4.07Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 149 other accounts. Assets of Charitable Organizations clients own $1.77Bn or 43.42% of Total Assets and Pension and Profit Sharing Plans-Private own $1.25Bn or 30.82% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Charitable Organizations and Pension and Profit Sharing Plans-Private.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
IMA WEALTH GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.