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Alisa Janell Martin

INVESTMENT MANAGEMENT ASSOCIATES, INC.·GREENWOOD VILLAGE, Colorado
Unclaimed Profile
5690 DTC BOULEVARD, GREENWOOD VILLAGE, CO 80111-3232CRD# 2359519Firm CRD# 110900
01

About

Alisa Janell Martin is a registered financial advisor based in GREENWOOD VILLAGE, Colorado, affiliated with INVESTMENT MANAGEMENT ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
INVESTMENT MANAGEMENT ASSOCIATES, INC.
INVESTMENT MANAGEMENT ASSOCIATES
AUM
$515M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at INVESTMENT MANAGEMENT ASSOCIATES, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2359519
Firm CRD# 110900
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alisa Janell Martin offer?
Alisa Janell Martin specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.
What are Alisa Janell Martin's credentials?
Alisa Janell Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alisa Janell Martin located?
Alisa Janell Martin is based in GREENWOOD VILLAGE, Colorado, working with INVESTMENT MANAGEMENT ASSOCIATES, INC.. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.
How does Alisa Janell Martin charge for services?
Alisa Janell Martin'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, INC.?
INVESTMENT MANAGEMENT ASSOCIATES, INC. 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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Other advisors in GREENWOOD VILLAGE
Scott Charles Sipple — ADVISED ASSETS GROUP, LLCGeoffry Sean Eliason — PEAK CAPITAL MANAGEMENT, LLCKarin Elaine Johnson — IMPACT CAPITAL PARTNERS LLCWilliam Craig Jeffries — EMPOWER ADVISORY GROUP, LLCDouglas Guy Temple — ASCENT INVESTMENT ADVISORS, LLC
Nearby cities in Colorado
DENVER (1269)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)ENGLEWOOD (66)
City Guides
DENVER GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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