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INVESTMENT MANAGEMENT ASSOCIATES, INC.

Advisory

N·GREENWOOD VILLAGE, CO

Data as of Dec 19, 2024 · Source: SEC Form ADV

Total AUM
$573M
1-Year AUM Growth
0.0%
3-Year CAGR
+31.9%
Employees
4
Assets Under Management
Total AUM$573M
Discretionary AUM$545M
Non-Discretionary AUM$27M
Discretionary %95.2%
Total Clients335
Team
Total Employees4
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record36
First FilingApr 26, 2001
Latest FilingDec 19, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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