Executive Vice President · IMA Advisory Services, Inc.
Richard W. Holt
CRD 2778485 · 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 Richard W. Holt on its Form ADV as Executive Vice President, a control person.
Firms and roles
- IMA Advisory Services, Inc.Executive Vice PresidentAsset manager · Denver, CO · $3.9B in regulatory assets
AtlasMembers
Richard’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)
- Michael S. GreggPresident, IMA Advisory Services, Inc.
- Patrick J. KrulikHead of Investments, 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 Richard 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 Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.