Overview
Assets Under Management: $573 million
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 213
Average Client Assets: $2 million
Frequently Asked Questions
INVESTMENT MANAGEMENT ASSOCIATES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110900), INVESTMENT MANAGEMENT ASSOCIATES, INC. is subject to fiduciary duty under federal law.
INVESTMENT MANAGEMENT ASSOCIATES, INC. is headquartered in GREENWOOD VILLAGE, CO.
INVESTMENT MANAGEMENT ASSOCIATES, INC. serves 213 high-net-worth clients according to their SEC filing dated July 02, 2025. View client details ↓
According to their SEC Form ADV, INVESTMENT MANAGEMENT ASSOCIATES, INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
INVESTMENT MANAGEMENT ASSOCIATES, INC. manages $573 million in client assets according to their SEC filing dated July 02, 2025.
According to their SEC Form ADV, INVESTMENT MANAGEMENT ASSOCIATES, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 213
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.89
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 573
Discretionary Accounts: 560
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 110900
Filing ID: 2001672
Last Filing Date: 2025-07-02 14:46:00
Website: https://imausa.com