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| Investment Management Associates Inc
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| |
|---|---|
| CRD # | 110900 |
| SEC # | 801-117982 |
| CIK # | 0001784555 |
| AUM | $515.4 MM (2024-08-28) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 303-796-8333 |
| Address | 5690 Dtc Boulevard Greenwood Village, CO 80111-3232 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 119 | 103.3 |
| (b) Individuals (high net worth individuals) | 191 | 322.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.1 |
| (h) Charitable organizations | 0 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 85.4 |
| (n) Other | 0 | 0.0 |
| Total | 547 | 515.4 |
| By Discretionary | ||
| Discretionary | 542 | 480.9 |
| Non-Discretionary | 5 | 34.5 |
| Total | 547 | 515.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 18.2 | |
| United States Persons | 497.2 | |
| Total | 547 | 515.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001784555] |
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