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Vitaliy N Katsenelson

INVESTMENT MANAGEMENT ASSOCIATES, INC.·GREENWOOD VILLAGE, Colorado
Clean record25 years registeredINVESTMENT MANAGEMENT ASSOCIATES, INC.
5690 DTC BOULEVARD, GREENWOOD VILLAGE, CO 80111-3232CRD# 4392655Firm CRD# 110900

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Vitaliy N Katsenelson · GREENWOOD VILLAGE, CO
Registration
CRD #4392655 · INVESTMENT MANAGEMENT ASSOCIATES, INC. · 25 years registered
Brand Profile
Not yet started
01

Career History

INVESTMENT MANAGEMENT ASSOCIATES
Nov 2000 – present
02

Registrations & Exams

Registration record
First registered · November 28, 2000
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INVESTMENT MANAGEMENT ASSOCIATES, INC.
CRD 110900 · SEC 801-117982
AUM
$515M
Regulatory assets under management
Employees
6
547 client accounts
Services offered by INVESTMENT MANAGEMENT ASSOCIATES, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at INVESTMENT MANAGEMENT ASSOCIATES, INC. →
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05

Frequently Asked Questions

What services does Vitaliy N Katsenelson offer?
Vitaliy N Katsenelson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.
What are Vitaliy N Katsenelson's credentials?
Vitaliy N Katsenelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Vitaliy N Katsenelson located?
Vitaliy N Katsenelson 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 Vitaliy N Katsenelson charge for services?
Vitaliy N Katsenelson'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 at INVESTMENT MANAGEMENT ASSOCIATES, INC.

Alisa Janell Martin
GREENWOOD VILLAGE, CO
Michael Langdon Conn
GREENWOOD VILLAGE, CO

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