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Robert Leon Eckart

Investment Management Associates

Greenwood Village, CO

CRD 8078860

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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 2025-05-02
  • CO RA
    APPROVED
    Since 2025-05-02

Branch Locations

5690 Dtc Boulevard Suite 140W, Greenwood Village, CO 80111-3232 • 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 Denver CO 10/2024 Present
N/A Denver CO 05/2024 10/2024
Funding Circle Denver CO 02/2016 05/2024
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-23
  • S65 Uniform Investment Adviser Law Examination
    2024-05-23
Other Names
  • Robert Eckhart

View on SEC IAPD

Nearby Firms

DODDS WEALTH, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC
AXS CAPITAL, LLC

Nearby Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford

Nearby Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO

More in Greenwood Village, CO

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