PPrivate Fund Data Log in Join · $37/mo

Richard William Holt

Executive Vice PresidentIma Advisory Services, Inc.CRD 2778485

About Richard William Holt

Richard William Holt is listed as Executive Vice President at Ima Advisory Services, Inc. in Denver, CO. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Ima Advisory Services, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Richard William Holt work?

Richard William Holt is listed as Executive Vice President at Ima Advisory Services, Inc. on SEC Form ADV.

How much of Ima Advisory Services, Inc. does Richard William Holt own?

Form ADV reports a beneficial ownership band of Under 5%.

Ima Advisory Services, Inc.

TitleExecutive Vice President
OwnershipUnder 5%
Control personYes
Since2024