Donald David Delande

Ima Advisory Services, INC.

14 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingHigh Net Worth

Ima Advisory Services, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

34 advisors

Number of Clients

1,111 clients

Average Client Portfolio

$2.8M average

Assets Under Management

$3.2B

Fee Structure

Minimum Investment:$50K

Location

1670 Broadway, Suite 3300, Denver Regional, Denver, CO, 80202-5602

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Ima Advisory Services, INC.

July 2025 - Present · 7 mos

Previous Registrations

Advice and Planning Services

April 2018 - July 2025 · 7 yrs 3 mos

Tiaa-Cref Individual & Institutional Services, LLCBroker

March 2016 - July 2025 · 9 yrs 4 mos

Key Investment Services LLCBroker

December 2014 - November 2015 · 11 mos

J.P. Morgan Securities LLCBroker

October 2012 - April 2014 · 1 yr 6 mos

Chase Investment Services CORP.Broker

March 2010 - October 2012 · 2 yrs 7 mos

State Registrations3 states

CACOTX

Advisor

Exams

No exam information available for this advisor.