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Vitaliy N Katsenelson

Investment Management Associates

Greenwood Village, CO

CRD 4392655

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Employer firm

Investment Management Associates CRD 110900

$810M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Investment Management Associates

5690 Dtc Boulevard Suite 140W, Greenwood Village, CO 80111-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2000-12-28
TX RA APPROVED 2000-11-28
  • CO RA
    APPROVED
    Since 2000-12-28
  • TX RA
    APPROVED
    Since 2000-11-28

Branch Locations

5690 Dtc Blvd Suite 140W, Greenwood Village, CO 80111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Investment Management Associates Inc Greenwood Village CO 08/1997 Present
  • 08/1997 → Present
    Investment Management Associates Inc
    Greenwood Village, CO
Other Businesses

WRITES ARTICLES UNDER CONTRACT TO INSTITUTIONAL INVESTOR. MONTHLY COLUMN. APPROXIMATELY 5 HOURS PER MONTH. WRITES ARTICLES UNPAID FOR OTHER ORGANIZATIONS OR PERSONAL WEBSITE. WRITING IS PART OF THE RESEARCH PROCESS AND THEREFORE DOES NOT TAKE AWAY FROM CLIENT FOCUS.

Designations
  • Chartered Financial Analyst

View on SEC IAPD

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