Unclaimed Profile

Mervyn F Perry

INVESTMENT MANAGEMENT ASSOCIATES·DENVER, Colorado

Clean recordINVESTMENT MANAGEMENT ASSOCIATES

7979 EAST TUFTS AVE, DENVER, CO 80237CRD# 360692Firm CRD# 110900

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mervyn F Perry · DENVER, CO

Registration

CRD #360692 · INVESTMENT MANAGEMENT ASSOCIATES

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mervyn F Perry is a registered financial advisor based in DENVER, Colorado, affiliated with INVESTMENT MANAGEMENT ASSOCIATES. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

INVESTMENT MANAGEMENT ASSOCIATES, INC.

INVESTMENT MANAGEMENT ASSOCIATES

AUM

$515M

Regulatory assets under management

Employees

Total firm employees

View all advisors at INVESTMENT MANAGEMENT ASSOCIATES, INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 360692

Firm CRD# 110900

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mervyn F Perry offer?

Mervyn F Perry specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DENVER, Colorado for a consultation.

What are Mervyn F Perry's credentials?

Mervyn F Perry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mervyn F Perry located?

Mervyn F Perry is based in DENVER, Colorado, working with INVESTMENT MANAGEMENT ASSOCIATES. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Mervyn F Perry charge for services?

Mervyn F Perry's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INVESTMENT MANAGEMENT ASSOCIATES?

INVESTMENT MANAGEMENT ASSOCIATES has approximately 6 employees and manages $515M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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