IMA Wealth
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
6200 Lyndon B Johnson Fwy Ste 200, Dalla...Phone Number
(303) 615-7600Website
www.imawealth.comRevenue
$10.8 MillionIndustry
About IMA Wealth
IMA Wealth, founded in 1999, is registered as an investment advisor with the Securities and Exchange Commission ("SEC"), a broker-dealer registered with the FINRA, and an insurance agency specializing in ERISA Section 3(21) and 3(38) fiduciary support services to qualified and non-qualified retirement plans. They also provide discretionary wealth management services to a broad range of clients. IMA Wealth was named to the National Association of Plan Advisors' (NAPA) Top Defined Contribution Advisory Multi-Office Firms of 2019, and Plan Adviser's Top 100 Retirement Plan Advisers of 2020.Explore more
IMA Wealth Org Chart
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IMA Wealth, founded in 1999, is registered as an investment advisor with the Securities and Exchange Commission ("SEC"), a broker-dealer registered with the FINRA, and an insurance agency specializing in ERISA Section 3(21) and 3(38) fiduciary support services to qualified and non-qualified retirement plans. They also provide discretionary wealth m... Read More
