Robert Leon Eckart
Investment adviser representative at Investment Management Associates
10 yearsExperience
1 stateRegistered in
$810MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Investment Management AssociatesOct 2024 to now
- N/aMay 2024 to Oct 2024
- Funding CircleFeb 2016 to May 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
Investment Management Associates
Legal name: Investment Management Associates, Inc.
$810MAssets managed
383Clients
3Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8078860
- Firm CRD
- 110900