Unclaimed Profile

Patrick James Krulik

IMA ADVISORY SERVICES, INC.·WICHITA, Kansas

Clean recordIMA ADVISORY SERVICES, INC.

430 E DOUGLAS AVE, WICHITA, KS 67202CRD# 6247706Firm CRD# 112091

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick James Krulik · WICHITA, KS

Registration

CRD #6247706 · IMA ADVISORY SERVICES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

IMA ADVISORY SERVICES, INC.

AUM

$912M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6247706

Firm CRD# 112091

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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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