IMA Wealth is an investment advisor in Wichita with $794.45 mm assets under management.
Company profile
Website
Employees
Location
Fiscal year end
Former names
TrueNorth, Inc.
SEC CIK
IRS number
481233289
SEC advisor number
801-79108
FINRA CRD number
112091
AUM ?
$911.56 mm
(as of 29 Mar 24)
Accounts
970
(as of 29 Mar 24)
Employees
20
(19 investment advisory or research)
Address
IMA Wealth
8200 E. 32ND ST. NORTH
SUITE 100
WICHITA
KS 67226
8200 E. 32ND ST. NORTH
SUITE 100
WICHITA
KS 67226
Phone
316-266-6574
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
28 Nov 23
13F-HR
Quarterly holdings report by institutional manager
15 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
18 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 Jun 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
3 Nov 21