Investment Management Associates, Inc.
● SEC registered since 2020CRD 110900SEC# 801-117982Greenwood Village, CO
Reg. AUM
$810M
Employees
8
Accounts
674
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 $810 million in regulatory assets under management and employs 8 people.
Investment Management Associates, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Vitaliy N Katsenelson Control | Ceo, Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Investment Management Associates, Inc. manage?
Investment Management Associates, Inc. reports $810 million in regulatory assets under management on its Form ADV.
How many employees does Investment Management Associates, Inc. have?
Investment Management Associates, Inc. reports 8 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
| Address | 5690 Dtc Boulevard, Suite 140w, Greenwood Village, CO 80111-3232 |
| Phone | 303-796-8333 |
| Office hours | 8:00 - 16:00 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$810M▲ 41%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$810Mregulatory AUM
Discretionary $794.9MNon-discretionary $15M