Head of Investments · IMA Advisory Services, Inc.
Patrick J. Krulik
CRD 6247706 · Named on Form ADV at one SEC-registered adviser
At a glance
IMA Advisory Services, Inc., an SEC-registered asset manager based in Denver, CO with $3.9 billion in regulatory assets, lists Patrick J. Krulik on its Form ADV as Head of Investments, a control person.
Firms and roles
- IMA Advisory Services, Inc.Head of InvestmentsAsset manager · Denver, CO · $3.9B in regulatory assets
AtlasMembers
Patrick’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Richard W. HoltExecutive Vice President, IMA Advisory Services, Inc.
- Michael S. GreggPresident, IMA Advisory Services, Inc.
- Valerie L. RuppelChief Compliance Officer, IMA Advisory Services, Inc.
- Akasha N. AbsherExecutive Vice President, IMA Advisory Services, Inc.
- Benjamin H. Valore-CaplanExecutive Vice President, IMA Advisory Services, Inc.
2 more people named with Patrick on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.