AdvisorOS Directory
Claim Profile
RH

Richard William Holt

IMA WEALTH, INC.·WICHITA, Kansas
Unclaimed Profile
430 E DOUGLAS AVE, WICHITA, KS 67202CRD# 2778485Firm CRD# 112091
01

About

Richard William Holt is a registered financial advisor based in WICHITA, Kansas, affiliated with IMA WEALTH, 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# 2778485
Firm CRD# 112091
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WICHITA?

Browse all registered financial advisors in WICHITA, Kansas or claim this profile if it's yours.

Browse WICHITA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Richard William Holt offer?
Richard William Holt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WICHITA, Kansas for a consultation.
What are Richard William Holt's credentials?
Richard William Holt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard William Holt located?
Richard William Holt is based in WICHITA, Kansas, working with IMA WEALTH, INC.. Their office serves clients in the WICHITA metropolitan area and surrounding communities.
How does Richard William Holt charge for services?
Richard William Holt'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 WEALTH, INC.?
IMA WEALTH, INC. has approximately 20 employees and manages $912M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WICHITA
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile