Dat Van Le
Investment adviser representative at Ima Advisory Services, Inc.
16 yearsExperience
1 stateRegistered in
$3.9BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Ima Advisory Services, Inc.Jan 2025 to now
- Syntrinsic LLCJun 2023 to now
- Syntrinsic Investment Counsel, LLCJan 2021 to Jun 2023
- Keybank National AssociationJun 2020 to Jan 2021
- UnemployedJan 2020 to Jun 2020
- Pho50. LtdOct 2010 to Jan 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CO).
Ima Advisory Services, Inc.
$3.9BAssets managed
579Clients
44Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7331257
- Firm CRD
- 112091