Overview
Assets Under Management: $573 million
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 213
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 213
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.89
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 573
Discretionary Accounts: 560
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 110900
Filing ID: 2001672
Last Filing Date: 2025-07-02 14:46:00
Website: https://imausa.com