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Vitaliy N Katsenelson

INVESTMENT MANAGEMENT ASSOCIATES, INC.·GREENWOOD VILLAGE, Colorado
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5690 DTC BOULEVARD, GREENWOOD VILLAGE, CO 80111-3232CRD# 4392655Firm CRD# 110900
01

About

Vitaliy N Katsenelson 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.

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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# 4392655
Firm CRD# 110900
No disclosures on file
View on FINRA BrokerCheck →

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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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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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