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Patrick James Krulik

IMA ADVISORY SERVICES, INC.·WICHITA, Kansas
Unclaimed Profile
430 E DOUGLAS AVE, WICHITA, KS 67202CRD# 6247706Firm CRD# 112091
01

About

Patrick James Krulik is a registered financial advisor based in WICHITA, Kansas, affiliated with IMA ADVISORY SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
IMA ADVISORY SERVICES, INC.
IMA ADVISORY SERVICES, INC.
AUM
$912M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at IMA ADVISORY SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6247706
Firm CRD# 112091
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick James Krulik offer?
Patrick James Krulik specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WICHITA, Kansas for a consultation.
What are Patrick James Krulik's credentials?
Patrick James Krulik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick James Krulik located?
Patrick James Krulik is based in WICHITA, Kansas, working with IMA ADVISORY SERVICES, INC.. Their office serves clients in the WICHITA metropolitan area and surrounding communities.
How does Patrick James Krulik charge for services?
Patrick James Krulik's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IMA ADVISORY SERVICES, INC.?
IMA ADVISORY SERVICES, INC. has approximately 20 employees and manages $912M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Susan Louise Pool — IMA WEALTH, INC.John Carter Shawver — TENZIO PARTNERS, LLCDaniel Joseph Mihelic — TENZIO PARTNERS, LLCBlake Prentiss Allen — PINION INVESTMENT ADVISORS, LLCChristine Mies — TRUENORTH, INC.
Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)TOPEKA (38)LENEXA (30)LAWRENCE (30)
City Guides
OVERLAND PARK GuideLEAWOOD GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
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