Ima Advisory Services, Inc.

Overview

Ima Advisory Services, Inc. is an SEC registered investment adviser based in Denver, CO, registered since 2001. It reports $3.9B in assets under management across 1,191 accounts, with 50 employees. It has 45 investment adviser representatives.

Reported AUM

$3.9B

Discretionary

86%

Accounts

1,191

Average account

$3.3M

Employees

50

Advisory reps

45

Registered since

2001

Jurisdictions

19

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 8

• Michael Shane Gregg President CRD 4790581
• Patrick James Krulik Chief Investment Officer CRD 6247706
• Valerie Lynn Ruppel Chief Compliance Officer CRD 4281035

5 more executive officers, with direct contact details

Advisory reps 3 of 45

• Akasha Ngina Absher Investment Adviser Rep CRD 4675577
• John David Alvarez Investment Adviser Rep CRD 7097317
• Paige Maria Bouma Investment Adviser Rep CRD 7185250

42 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1705 17th St Ste 100
Denver, CO 80202

County

Denver

Metro area

Denver-Aurora-Lakewood, CO

Region

West

Registrations

• SEC registered
• Registered in 19 jurisdictions
• Website: syntrinsic.com

Every state, with registration dates

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