Investment Management Associates
Investment Management Associates (CRD# 110900) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $417,612,028 in 522 accounts and serve the financial needs of clients across 19 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management418MILLION
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Total Number of Accounts522ACCOUNTS
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Average Account Value$800,023
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, FL, GA, IL, LA, MA, MD, NC, NH, NJ, NM, NY, OH, OR, SC, TX, VA, WA
Financial Advisors at Investment Management Associates
1
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.
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