INVESTMENT MANAGEMENT ASSOCIATES, INC.
Legal name: INVESTMENT MANAGEMENT ASSOCIATES
CRD #110900 SEC #801-117982 GREENWOOD VILLAGE, CO 303-796-8333
SEC Registered
Total AUM
$572.7M
Discretionary
$545.5M
Employees
6
Clients
0
Accounts
573
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $572.7M | $545.5M | $27.2M | 6 | 2 |
| May 2025 | $572.7M | $545.5M | $27.2M | 6 | 2 |
| Dec 2024 | $515.4M | $480.9M | $34.5M | 6 | 0 |
| Aug 2024 | $515.4M | $480.9M | $34.5M | 3 | 0 |
| Jun 2024 | $515.4M | $480.9M | $34.5M | 3 | 0 |
| May 2024 | $515.4M | $480.9M | $34.5M | 3 | 0 |
| May 2023 | $417.6M | $367M | $50.6M | 6 | 0 |
| May 2022 | $323M | $297.8M | $25.1M | 6 | 0 |
| Oct 2021 | $212.9M | $200.9M | $12M | 6 | 0 |
| Aug 2021 | $212.9M | $200.9M | $12M | 6 | 0 |
| Jun 2021 | $212.9M | $200.9M | $12M | 6 | 0 |
| May 2021 | $212.9M | $200.9M | $12M | 6 | 0 |
| Apr 2021 | $212.9M | $200.9M | $12M | 6 | 0 |
| Mar 2021 | $212.9M | $200.9M | $12M | 6 | 0 |
| Jul 2020 | $108.8M | $100.2M | $8.6M | 6 | 0 |
| Jun 2020 | $108.8M | $100.2M | $8.6M | 6 | 0 |
| May 2020 | $108.8M | $100.2M | $8.6M | 6 | 0 |
| Jan 2020 | $115.7M | $99.3M | $16.4M | 2 | 2 |
| Dec 2019 | $115.7M | $99.3M | $16.4M | 2 | 2 |
| Sep 2012 | $53.7M | $53.7M | $0 | 1 | 121 |
| Aug 2012 | $53.7M | $53.7M | $0 | 1 | 121 |
| May 2012 | $53.7M | $53.7M | $0 | 1 | 121 |
| Mar 2012 | $53.7M | $53.7M | $0 | 1 | 121 |
| Mar 2012 | $53.7M | $53.7M | $0 | 1 | 121 |
| May 2011 | $59.8M | $59.8M | $0 | 5 | -- |
| May 2010 | $58.2M | $58.2M | $0 | 5 | -- |
| May 2007 | $73.9M | $73.9M | $68.9K | 5 | -- |
| Sep 2005 | $74.6M | $74.5M | $152K | 5 | -- |
| May 2005 | $74.6M | $74.5M | $152K | 5 | -- |
| May 2004 | $73.2M | $72.5M | $717.6K | 5 | -- |
DateJul 2025
Total AUM$572.7M
Discretionary$545.5M
Non-Disc.$27.2M
Employees6
Clients2
DateMay 2025
Total AUM$572.7M
Discretionary$545.5M
Non-Disc.$27.2M
Employees6
Clients2
DateDec 2024
Total AUM$515.4M
Discretionary$480.9M
Non-Disc.$34.5M
Employees6
Clients0
DateAug 2024
Total AUM$515.4M
Discretionary$480.9M
Non-Disc.$34.5M
Employees3
Clients0
DateJun 2024
Total AUM$515.4M
Discretionary$480.9M
Non-Disc.$34.5M
Employees3
Clients0
DateMay 2024
Total AUM$515.4M
Discretionary$480.9M
Non-Disc.$34.5M
Employees3
Clients0
DateMay 2023
Total AUM$417.6M
Discretionary$367M
Non-Disc.$50.6M
Employees6
Clients0
DateMay 2022
Total AUM$323M
Discretionary$297.8M
Non-Disc.$25.1M
Employees6
Clients0
DateOct 2021
Total AUM$212.9M
Discretionary$200.9M
Non-Disc.$12M
Employees6
Clients0
DateAug 2021
Total AUM$212.9M
Discretionary$200.9M
Non-Disc.$12M
Employees6
Clients0
DateJun 2021
Total AUM$212.9M
Discretionary$200.9M
Non-Disc.$12M
Employees6
Clients0
DateMay 2021
Total AUM$212.9M
Discretionary$200.9M
Non-Disc.$12M
Employees6
Clients0
DateApr 2021
Total AUM$212.9M
Discretionary$200.9M
Non-Disc.$12M
Employees6
Clients0
DateMar 2021
Total AUM$212.9M
Discretionary$200.9M
Non-Disc.$12M
Employees6
Clients0
DateJul 2020
Total AUM$108.8M
Discretionary$100.2M
Non-Disc.$8.6M
Employees6
Clients0
DateJun 2020
Total AUM$108.8M
Discretionary$100.2M
Non-Disc.$8.6M
Employees6
Clients0
DateMay 2020
Total AUM$108.8M
Discretionary$100.2M
Non-Disc.$8.6M
Employees6
Clients0
DateJan 2020
Total AUM$115.7M
Discretionary$99.3M
Non-Disc.$16.4M
Employees2
Clients2
DateDec 2019
Total AUM$115.7M
Discretionary$99.3M
Non-Disc.$16.4M
Employees2
Clients2
DateSep 2012
Total AUM$53.7M
Discretionary$53.7M
Non-Disc.$0
Employees1
Clients121
DateAug 2012
Total AUM$53.7M
Discretionary$53.7M
Non-Disc.$0
Employees1
Clients121
DateMay 2012
Total AUM$53.7M
Discretionary$53.7M
Non-Disc.$0
Employees1
Clients121
DateMar 2012
Total AUM$53.7M
Discretionary$53.7M
Non-Disc.$0
Employees1
Clients121
DateMar 2012
Total AUM$53.7M
Discretionary$53.7M
Non-Disc.$0
Employees1
Clients121
DateMay 2011
Total AUM$59.8M
Discretionary$59.8M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$58.2M
Discretionary$58.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$73.9M
Discretionary$73.9M
Non-Disc.$68.9K
Employees5
Clients--
DateSep 2005
Total AUM$74.6M
Discretionary$74.5M
Non-Disc.$152K
Employees5
Clients--
DateMay 2005
Total AUM$74.6M
Discretionary$74.5M
Non-Disc.$152K
Employees5
Clients--
DateMay 2004
Total AUM$73.2M
Discretionary$72.5M
Non-Disc.$717.6K
Employees5
Clients--