Andrew William Skaff

Ima Advisory Services, INC.

2 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

430 E Douglas Ave, Suite 400, Wichita, KS, 67202

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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.

January 2024 - Present · 2 yrs 1 mo

Previous Registrations

Fidelity Personal and Workplace Advisors

January 2023 - December 2023 · 11 mos

Fidelity Brokerage Services LLCBroker

November 2022 - December 2023 · 1 yr 1 mo

State Registrations3 states

COKSTX

Advisor

Exams

No exam information available for this advisor.