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IMA Financial Group

Denver, Colorado

Website:

https://imaprivatewealth.com

112091

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Denver, Colorado

Website:

https://imaprivatewealth.com

Leadership Interview

Company Details

Approximate AUM

$2,600,000,000

Fee model

Fee Only Flexible

Number of employees

Custodians

Pershing

Schwab

Description

IMA Financial Group ("IMA") was established 50 years ago as a commercial insurance broker. Twenty-five years ago, the wealth management division was launched under the name TrueNorth Financial. Today, IMA Advisory Services encompasses three distinct wealth management and investment advisory businesses: IMA Private Wealth (serving individuals and families), IMA Retirement (providing institutional retirement plan advisory), and Syntrinsic (offering institutional investment advisory). IMA is a prominent player in the wealth management industry, known for its comprehensive financial advisory services and client-centric approach. The firm has established a strong reputation for delivering personalized financial solutions tailored to meet the unique needs of its diverse clientele.

Locations

1750 E 17th Ave Ste 100 Denver CO 80218

430 E Douglas Ave Ste 400 Wichita KS 67202

6 Concourse Pkwy Ste 2075 Atlanta GA 30328

95 S State St Ste 1300 Salt Lake City UT 84111

14221 Dallas Pkwy Ste 700 Dallas TX 75254

1705 17th St Ste 100 Denver CO 80202

Services Offered

Financial Planning

Portfolio Management

Estate Planning

Insurance

Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Mortgage services

Executive Compensation Planning

Exit Planning / Investment Banking Services

Corporate Trustee Services

Recent News

Wallace Welch & Willingham Inc. joins IMA Financial Group

IMA Financial Group, a North American insurance brokerage firm specializing in risk management, insurance, wholesale brokerage and wealth management, is joining the Florida commercial insurance market by entering a strategic partnership with Wallace Welch & Willingham, Inc.

IMA Financial Group enters Florida market via merger

Destination state rising to be the fourth-largest economy in the US

IMA Financial Group Expands in Mass. with EBS Insurance Brokers Purchase

MA Financial Group is expanding in Massachusetts with the addition of EBS Insurance Brokers. The acquisition by the Denver-based insurance brokerage firm specializing in risk management, insurance, wholesale brokerage and wealth management rounds out IMA’s strategic initiative to bolster employee benefits services for its wide variety of clients.

RiskPoint Insurance Advisors Joins IMA Financial Group

IMA Financial Group, a North American insurance brokerage firm specializing in risk management, insurance, wholesale brokerage and wealth management, is expanding its Pacific Northwest presence with the addition of RiskPoint Insurance Advisors LLC to its growing firm. Built on the strength of strategic partnerships with local brokers including Parker, Smith and Feek, k.p.d Insurance, JL Jones and Associates and more, RiskPoint joins a growing list of prominent partners across the U.S. who benefit from IMA’s resources, specialty expertise and the organization’s investment in technology to provide enhanced services and products to their clients.

IMA Financial Group partners with FC Underwriters

Insurance brokerage firm IMA Financial Group has announced a partnership with FC Underwriters LLC, which will be a division of IMA’s Eydent Insurance Services LLC.

RedRidge Diligence Services Joins IMA Financial Group

IMA Financial Group, a North American integrated financial services company specializing in risk management, retail and wholesale insurance brokerage, and wealth management, has entered a strategic partnership with Chicago-based RedRidge, expanding its suite of services for clients engaging in M&A transaction support and lender diligence. The partnership was effective on October 1.

MarshBerry Advises FC Capital Partners on their Acquisition by IMA Financial Group

MarshBerry, a leading investment banking and consulting firm serving the insurance distribution and wealth management industries, is pleased to have represented FC Capital Partners on their sale to IMA Financial Group, Inc. (IMA). The transaction closed on July 2, 2024.

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video Overview

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

[Service]

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AUM Growth

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Technology

Overview

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

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Data Room

Investment Management

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Match confidence

N/a

video Overview

Getting started

00:53

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Fee Only Flexible

Allows advisor to be PM

Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Mortgage services

Executive Compensation Planning

Exit Planning / Investment Banking Services

Corporate Trustee Services

IMA Financial Group

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

IMA Financial Group's Ideal Partner

Company Videos

Ready to show your interest to the buyer?

IMA Financial Group

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

IMA Financial Group's Ideal Partner

Company Videos

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