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IMA Wealth

EST. AUM
$3,904,795,950

CONTACTS
32

CLIENT ACCOUNTS
1,191

Firm Details

Metro area Wichita
CRD Number 112091
Website imacorp.com
Client types

Overview

IMA is a large Insurance Broker with a Wealth Management arm that oversees about $1B in assets split between retirement and HNW clients. They manage these assets mostly in-house via 2 portfolios on the equity side of things - 20-30 names in a growth portfolio as well as value. Starting to allocate more on the alternative side. They have exposure in PC for some of their QP clients, but want to provide a broad offering to accredited clients via a semi-liquid structure (interval or tender offer).Justin Kittle is a good point of contact.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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