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Building 2INVESTMENT MANAGEMENT ASSOCIATES

Map pinGREENWOOD VILLAGE, CO
Phone303-796-8333
NotebookSEC #801-117982
Total AUM
$810M
Employees
8
Clients
383

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5690 DTC BOULEVARD
SUITE 140W
GREENWOOD VILLAGE
CO 80111-3232
United States
Operating Hours
8:00 - 16:00
Monday - Friday
Phone
303-796-8333

ReceiptFinancials

Total AUM
$810M
Accounts
674
Discretionary
$794.9M
Accounts
632
Non-Discretionary
$15M
Accounts
42

ContactClients

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Individual Clients
115
AUM
$159.1M
HNW Individual Clients
260
AUM
$560.2M
Charitable Organization Clients
1
AUM
$4.4M
Corporation or Business Clients
7
AUM
$86.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEE BASED ON ASSET SIZE

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAILLAMAMDNCNENHNJNMNYOHORSCTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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