Investment Management Associates

Investment Management Associates (CRD# 110900) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $38,154,998 in 141 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $270,603
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, GA, LA, OH, TX

Financial Advisors at Investment Management Associates
Showing 1 - 2 of 2 top financial advisors.
1
Vitaliy N. Katsenelson
CRD#: 4392655
5690 Dtc Blvd, Suite 140w, Greenwood Village, CO 80111
90
Wealthminder
score

Vitaliy Katsenelson (CRD# 4392655) is an Investment Advisor Representative working at Investment Management Associates in Greenwood Village, CO and has 1 year of experience in the finance industry.

2
Michael L. Conn
CRD#: 1848231
5690 Dtc Blvd, Suite 140w, Greenwood Village, CO 80111
76
Wealthminder
score

Michael Conn (CRD# 1848231) is an Investment Advisor Representative working at Investment Management Associates in Greenwood Village, CO and has over 28 years of experience in the finance industry.

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