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Investment Management Associates, Inc.

● SEC registered since 2020CRD 110900SEC# 801-117982Greenwood Village, CO
Export (members)
Reg. AUM
$572.7M
Employees
6
Accounts
573
Location
Greenwood Village, CO

Investment Management Associates, Inc. assets under management

Investment Management Associates, Inc. is an SEC-registered investment adviser based in Greenwood Village, CO. The firm has been registered since 2020. It reports $572.7 million in regulatory assets under management and employs 6 people.
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Investment Management Associates, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Vitaliy N Katsenelson ControlCeo, Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does Investment Management Associates, Inc. manage?

Investment Management Associates, Inc. reports $572.7 million in regulatory assets under management on its Form ADV.

How many employees does Investment Management Associates, Inc. have?

Investment Management Associates, Inc. reports 6 employees.

Where is Investment Management Associates, Inc. located?

Investment Management Associates, Inc. is based in Greenwood Village, CO and has been SEC-registered since 2020.

Does Investment Management Associates, Inc. disclose fund performance?

Investment Management Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5690 Dtc Boulevard, Suite 140w, Greenwood Village, CO 80111-3232
Phone303-796-8333
Office hours8:00 - 16:00
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$545.5M
Non-discretionary$27.2M
Total (RAUM)$572.7M