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| Happy Holidays!! thanks for using AUM13F!! |
| Investment Management Associates Inc
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|---|---|
| CRD # | 110900 |
| SEC # | 801-117982 |
| CIK # | 0001784555 |
| AUM | $572.7 M (2025-07-02) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 303-796-8333 |
| Address | 5690 Dtc Boulevard Greenwood Village, CO 80111-3232 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 116 | 114.1 |
| (b) Individuals (high net worth individuals) | 213 | 365.9 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 1.8 |
| (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 | 90.9 |
| (n) Other | 0 | 0.0 |
| Total | 573 | 572.7 |
| By Discretionary | ||
| Discretionary | 560 | 545.5 |
| Non-Discretionary | 13 | 27.2 |
| Total | 573 | 572.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 23.1 | |
| United States Persons | 549.6 | |
| Total | 573 | 572.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001784555] |
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