GREENWOOD VILLAGE, COCRD 110900Latest ADV July 2, 2025
Investment Management Associates is an SEC registered investment adviser organized as a corporation with a primary office location in Greenwood Village, CO. Its latest Form ADV filing, dated July 2, 2025, reports $573M in regulatory assets under management, 6 employees, and 573 accounts.
Assets Under Management
$573M
Employees
6
Offices
--
Total Clients
335
Primary office
GREENWOOD VILLAGE, CO
5690 DTC BOULEVARD, SUITE 140W, GREENWOOD VILLAGE, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.6% of total clients.
Top client categories% of clientsClients
1
HNWI
63.6%
213
2
Individuals
34.6%
116
3
Corporations
1.8%
6
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$573Mas of July 2, 2025
Discretionary95.2%
$545M
95% of total RAUM95.2%
Non-discretionary4.8%
$27M
5% of total RAUM4.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$573M
Total Accounts573
10Y AUM Change+$694M (+600.2%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee56:1
10Y Employee Change+6 (+300.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2019. Charts show the most recent available filing segment under this CRD.
The historical chart includes a newer SEC ADV filing than the current profile metrics. Current profile metrics will update once matching profile fields are refreshed.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.