International City Management Association Retirement Corporation is a large advisory firm based in Washington. It manages $2.51 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
International City Management Association Retirement Corporation provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of International City Management Association Retirement Corporation is $2.51 billion. The firm's AUM has gone down by -85% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay International City Management Association Retirement Corporation for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies and pooled investment vehicles. The largest group of clients of Robert O'neill is pooled investment vehicles with 1 clients and $1.92 billion of assets under management. Among the 8 most similar advisory firms, International City Management Association Retirement Corporation has the 4th lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.51 billion for 2 clients. None of the firm’s clients are foreign persons or businesses.
International City Management Association Retirement Corporation doesn't advise any private funds.
The company employs 873 people that are either part- or full-time employees. 23 percent of the employees work as investment advisers or researchers. 166 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Robert O'neill has been acting as President since 1 Nov 2002. Brian William Clarke joined the executive team most recently as the Director.
The principal office where International City Management Association Retirement Corporation performs its advisory services is located at 777 North Capitol Street Ne, Suite 600, Washington, DC 20002 4240, which is also the mailing address of the firm. An additional office of the firm is in Richmond, VA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 202-962-4600 or by fax 202-962-4601. The normal business hours are 8:30am to 5:00pm eastern time on Monday - Friday. You can find more information about the New York firm at icmarc.org.