INVESTMENT MANAGEMENT ASSOCIATES

5690 Dtc Boulevard
Suite 140w
Greenwood Village, Colorado 80111-3232
Tel: 303-796-8333

About INVESTMENT MANAGEMENT ASSOCIATES

INVESTMENT MANAGEMENT ASSOCIATES, formally registered with the SEC as INVESTMENT MANAGEMENT ASSOCIATES. The firm was established in 01/23/2020. They have over 1 offices throughout the country.

INVESTMENT MANAGEMENT ASSOCIATES is a Greenwood Village, Colorado based Financial Planning firm with nearly $515,382,593 assets under management, offering retirement planning & investment advisory services to 547 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110900
SEC#	801-117982
Assets Managed by Firm	$515,382,593
No. of Clients	547
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	547	$515,382,593
Individuals (other than high net worth individuals)	119	$103,305,850
High net worth individuals	191	$322,894,667
Pension and profit sharing plans	Fewer than 5 clients	$3,103,139
Charitable organizations	Fewer than 5 clients	$691,865
Corporations or other businesses	6	$85,387,072

More Retirement Planning firms in Greenwood Village, Colorado:

Firm Name	Assets Under Management	Total Clients	Total Advisors
JANUS HENDERSON INVESTORS 151 Detroit Street Denver, CO, 80206	$239,345,489,058	6602	978
EMPOWER ADVISORY GROUP, LLC 8515 East Orchard Rd 4t2 Greenwood Village, CO, 80111	$134,279,160,181	188739	766
PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305

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