Allison
Wright

Ima Wealth, Inc

CRD#6112320
Investment Advisor
in Dallas, TX
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About this Advisor

Allison Wright is a certified financial planner who works out of Dallas, Texas, who has been in the advisory business for 11 years. Wright currently works for Ima Wealth, Inc. Their career trajectory has included roles at Bkd Wealth Advisors, Bkd, Llp and Truenorth Inc. Wright maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Colorado, Kansas and Texas. Ima Wealth, Inc is a business headquartered in Dallas, Texas. The company has offices in two locations and a total of 19 advisors. It administers $471 million in assets under management among its 329 customer accounts, making it one of the bigger firms in the country by assets under management. The firm provides financial advisory services to four charitable organizations. Of its 329 customer accounts, 29% are associated with high-net-worth investors who have at least $1 million in investable assets. Ima Wealth, Inc has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors depend on the type of financial services offered. However, fee types charged by Ima Wealth, Inc most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

6200 Lbj Freeway Suite 200
Dallas, TX 75240

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Ima Wealth, Inc Brokerage Details

Total Assets Under Management

$443,053,757

TX Average: $2,243,162,756
Total Number of Employees

19

TX Average: 44
Total Number of Accounts

318

TX Average: 4,091
Average Account Size

$1,393,251

TX Average: $548,316

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Allison Wright Work History

Allison has 11 years of experience.

2017 - Present (2 years)

Truenorth Inc

2012 - 2017 (5 years)

Bkd Wealth Advisors

2009 - 2012 (3 years)

Bkd Wealth Advisors

2007 - 2009 (2 years)

Bkd, Llp

Disclosures

Allison Wright has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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