Investment adviser · CRD 112265
INVESTMENT MANAGEMENT ADVISORS, INC.
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Mar 30, 2022
- Regulatory AUM
- $56.8M Form ADV · Item 5.F
- Client accounts
- 115 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 20 | $42,115,502 | 74.2% |
| Individuals | 48 | $10,249,646 | 18.1% |
| Charities | Fewer than 5 | $4,390,594 | 7.7% |
Filing source
Form ADV 1634505 · Mar 30, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2022. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
141 WEST 28TH STREET, 2ND FLOORNEW YORK, NY, 10001, United States
CRD 112265
Filing source
Form ADV 1634505 · Mar 30, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.