INVESTMENT MANAGEMENT ASSOCIATES
Firm details
- Headquarters
- GREENWOOD VILLAGE, Colorado
- CRD number
- 110900
- Registered since
- January 23, 2020
- Website
- imausa.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI69.16%
- Individuals19.64%
- Corporations / Businesses10.66%
- Charitable Organizations0.55%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Investment Management Associates is a corporation that provides advisory services to individuals, families and institutional clients. The firm registered with the SEC in 2020 and is owned by an individual. Its advisory work centers on portfolio management for both individual/small-business clients and for businesses or institutional entities. Fee arrangements include AUM-based pricing and other fee structures. The firm reports a primary orientation toward equities and does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Cash & Cash Equivalents10%
- Public Funds/Mutual Funds5%
- Investment Grade Corp Bonds1%
- Derivatives1%
Owners & executives
1 of 1VITALIY KATSENELSON
CEO & Chief Investment OfficerCRD 4392655
Contacts
2 of 2Robert Eckart
Operations AssociateCRD 8078860
Cyrus Pearo
Vice President of OperationsCRD 6525767
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$4.2M in ETFs
100%
$4.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-1 YEAR TREASURY BOND ETF (SHV) | BlackRock | Passive | Ultrashort Bond | $3.9M | 35,212 | 92.37% |
Location
GREENWOOD VILLAGE, CO
ARAPAHOE
Location
GREENWOOD VILLAGE, CO
Headquartered in GREENWOOD VILLAGE, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- ARAPAHOE
- Address
- 5690 Dtc Blvd
- Time zone
- MT (UTC-7)
- Office locations
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