INVESTMENT MANAGEMENT ASSOCIATES

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

About INVESTMENT MANAGEMENT ASSOCIATES

INVESTMENT MANAGEMENT ASSOCIATES is a Greenwood Village, Colorado based financial advisory firm with nearly $515,382,593 in assets under management and provides investment advisory services for 547 clients. There are currently 6 financial advisors at the firm.

General Information
Firm CRD#:

110900

Firm SEC#:

801-117982

Assets Under Management:

$515,382,593

No. of Clients:

547

No. of Advisors:

6

Employees Providing Investment Advice:

2

SEC Registration Status:

Approved since Jan 23, 2020

Website:

valuexvail.com

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM

Clients by Type

Client TypeClientsAssets Under Management
Individuals (other than high net worth)119$103,305,850
High net worth individuals191$322,894,667
Pension and profit sharing plans–$3,103,139
Charitable organizations–$691,865
Corporations or other businesses6$85,387,072

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