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 an independent registered investment adviser operating as a corporation and registered with the SEC since 2020. Ownership is held by an individual, and the firm serves both individual/family clients and institutional clients. Its fee model includes percentage-of-AUM billing alongside other fee arrangements. The firm provides discretionary portfolio management for individuals, small businesses and for business or institutional clients. It does not identify as an active ESG investor, does not act as a capital allocator to third‑party managers, and is not classified as a multi‑state or newly formed adviser.
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 1
Vitaliy Katsenelson
CEO & Chief Investment OfficerCRD 4392655
Contacts
2 of 2
Robert 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 4Active vs passive
$24.5M in ETFs
100%
$24.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD MINISHARES TRUST (GLDM) | State Street | Passive | Commodities Focused | $19.5M | 245,796 | 79.62% |
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
Similar firms
Icon Advisers, Inc.
RIAGreenwood Village, CO
Dodds Wealth, LLC
RIAGreenwood Village, CO
Stordahl Capital Management, Inc.
RIAGreenwood Village, CO
Focused Alpha, LLC
RIAGreenwood Village, CO
Impact Capital Partners LLC
RIAGreenwood Village, CO
Heirloom Wealth Management LLC
RIAGreenwood Village, CO