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INVESTMENT MANAGEMENT ASSOCIATES
INVESTMENT MANAGEMENT ASSOCIATES, INC.
CRD 110900 · SEC 801-117982
5690 DTC BOULEVARD, SUITE 140W, GREENWOOD VILLAGE, CO, 80111-3232, United States
Phone
303-796-8333
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$810.0M
Discretionary AUM
$794.9M
Team
8 total employees; 4 advisory reps; 2 broker-dealer reps
Clients
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Fees
Percentage of AUM; CONSULTING FEE BASED ON ASSET SIZE
Org form
Corporation
Filing date
2026-05-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 115 | $159.1M |
| High net worth individuals | 260 | $560.2M |
| Charitable organizations | 1 | $4.4M |
| Corporations/business entities | 7 | $86.3M |
States served
AZ, CA, CO, GA, IL, LA, MD, MA, NE, NJ, NM, NY, NC, OH, OR, SC, VA, WA, TX, NH, CT, FL
All web addresses on file
- https://www.tiktok.com/@vkatsen?lang=en
- HTTPS://WWW.LINKEDIN.COM/COMPANY/IMA-INVESTMENT-MANAGEMENT-ASSOCIATES/
- https://www.instagram.com/vitaliyk/
- HTTPS://WWW.FACEBOOK.COM/IMAUSA/
- HTTP://IMAUSA.COM
- https://investor.fm/
- https://conference.investor.fm/
- https://www.x.com/vitaliyk
- https://www.youtube.com/@vitaliyk
- https://vitaliy.substack.com/
Official SEC filing: View on IAPD