Ima Advisory Services, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 112091
- SEC number
- 801-79108
- Firm type
- RIA
- Assets under management
- $3.9B as of May 19, 2026
- Website
- www.linkedin.com/company/syntrinsic ↗
- Phone
- 316-266-6574
- Address
- 1705 17th Street, Denver, CO, 80202
Advisors at this firm
43 in our index · page 1 of 1
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Akasha Ngina AbsherCRD 4675577 · Denver, COIA Registered
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John David AlvarezCRD 7097317 · Dallas, TXIA Registered
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Nancy Pauline BowesCRD 1476492 · Wichita, KSIA RegisteredRegistration inactive
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Paige Maria BoumaCRD 7185250 · Belgrade, MTIA RegisteredRegistration inactive
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James Alan BrauerCRD 3127129 · Denver, COIA RegisteredRegistration inactive
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Jasmine ChenCRD 7191842 · Las Vegas, NVIA Registered
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Donald David DelandeCRD 5632760 · Denver, COIA RegisteredRegistration inactive
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Alexandre Joseph DuperretCRD 7648047 · Denver, COIA RegisteredRegistration inactive
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Eli DavidoffCRD 7261932 · Breckenridge, COIA Registered
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Blake FieldsCRD 7684654 · Denver, COIA RegisteredRegistration inactive
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Lynsey GoldsteinCRD 6852164 · Denver, COIA RegisteredRegistration inactive
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Samantha Morgan GrafCRD 8092561 · Wichita, KSIA Registered
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Michael Shane GreggCRD 4790581 · Denver, COIA Registered
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Heather Marie HainesCRD 2516063 · Wichita, KSIA RegisteredRegistration inactive
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Brian Douglas HeinkeCRD 2884109 · Denver, COIA RegisteredRegistration inactive
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Zachariah Knowles HildebrandCRD 6354964 · Denver, COIA RegisteredRegistration inactive
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Richard William HoltCRD 2778485 · Wichita, KSIA RegisteredRegistration inactive
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Kyle John HurtCRD 4263532 · Denver, COIA Registered
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Samantha Kay JenkinsCRD 3113351 · Denver, COIA RegisteredRegistration inactive
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Justin Mark KittleCRD 6014402 · Wichita, KSIA RegisteredRegistration inactive
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Patrick James KrulikCRD 6247706 · Denver, COIA Registered
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Matthew Asad KuklaCRD 5925068 · Denver, COIA Registered
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Dat Van LeCRD 7331257 · Denver, COIA Registered
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Cody Matthew LippertCRD 6820816 · Denver, COIA RegisteredRegistration inactive
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Robin MeyerCRD 8035689 · Denver, COIA Registered
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Zoe Elizabeth MooreCRD 7802506 · San Diego, CAIA Registered
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Matthew Michael ObertCRD 3168051 · Denver, COIA RegisteredRegistration inactive
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Susan Louise PoolCRD 3178683 · Wichita, KSIA RegisteredRegistration inactive
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Rhonda Marie RandellCRD 2480060 · Denver, COIA RegisteredRegistration inactive
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Shawn Anthony RogersCRD 2962520 · Denver, COIA Registered
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Michael J RosenbergCRD 2469664 · Pasadena, CAIA RegisteredRegistration inactive
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James Maxwell RaymondCRD 8303396 · Denver, COIA Registered
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Matthew Baird RiceCRD 6606730 · Denver, COIA RegisteredRegistration inactive
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Kathryn RileyCRD 7886751 · Denver, COIA Registered
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Andrew William SkaffCRD 7557572 · Wichita, KSIA RegisteredRegistration inactive
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Bradley Ross SimsCRD 5125825 · Atlanta, GAIA RegisteredRegistration inactive
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Caitlin Cherie SpainCRD 6853816 · Denver, COIA Registered
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Benjamin Ian SteinCRD 6846960 · Denver, COIA RegisteredRegistration inactive
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Phyllis Denise TurkleCRD 5935295 · Wichita, KSIA Registered
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Drake Christensen ThatcherCRD 7879499 · Wichita, KSIA Registered
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Benjamin Howard Valore-CaplanCRD 4187136 · Denver, COIA RegisteredDisclosure event(s) on record
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Michael Aaron WaldmanCRD 4688936 · Dallas, TXIA RegisteredRegistration inactive
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Jillian Beninson WardCRD 7403062 · Powhatan, VAIA Registered
1–43 of 43
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 112091 ↗
FINRA BrokerCheck record for firm CRD 112091 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.