International City Mgmt Association Retiremen (Washington)

Name: International City Mgmt Association Retiremen
Address: 777 North Capitol Street Ne, Suite 600, Washington, DC, 20002 4240
Telephone: 202-962-4600

International City Mgmt Association Retiremen is a large advisory firm based in Washington. It manages $16.95 billion of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 46 other states.

International City Mgmt Association Retiremen provides financial planning services, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

International City Mgmt Association Retiremen: assets under management

The assets under management (AUM) of International City Mgmt Association Retiremen is $16.95 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $16.95 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $319.84 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay International City Mgmt Association Retiremen for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at International City Mgmt Association Retiremen

Girard Cecil Miller has been acting as President since 1 Sep 1993. John Sherwin Tobey has served as the Chief Investment Officer since 1 Jan 1998. Eric Taylor Mckissack joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William H Hansell	Director	1 Oct 1983	Other	4346719
Girard Cecil Miller	President/ceo	1 Sep 1993	Other	1773236
Robin Lee Wiessmann	Director	1 Nov 1993	Other	1254412
Robert A Kipp	Director/chairman	1 Jan 1994	Other	4346713
George Venegas Pedraza	Director	1 Jan 1994	Other	2385618
J Peter Braun	Director	1 Jan 1996	Other	4346725
Howard D Tipton	Director	1 Jan 1996	Other	4346727
Joan Warwick Mccallen	Exec vp/coo	1 Jan 1997	Other	1498231
George Venegas Pedraza	Director	1 Jan 1997	Other	2385618
Thomas Joseph Steffanci	Director	1 Oct 1997	Other	855387
John Sherwin Tobey	Chief investment officer	1 Jan 1998	Other	447415
Paul Francis Gallagher	Vp, secretary, general counsel	1 Mar 1998	Other	1411829
Paul A Breault	Sr. vp/cfo	1 Mar 1998	Other	3121371
Paul A Breault	Sr. vp/cfo	1 Jun 1998	Other	3121371
J Kenneth Blackwell	Director	1 Jan 1999	Other	4347460
J Kenneth Blackwell	Director	1 Nov 1999	Other	4347460
Kenneth Richard Murray	Director	1 Nov 2000	Other	1644084
Ann Schleck	Director	1 Jan 2002	Other	4511729
Norman King	Director	1 Jan 2002	Other	4511735
Robert O'neill	Director	1 Dec 2002	Other	4648042
Alison Rudolf	Director	1 Jan 2003	Other	4647758
Collette Denevers Chilton	Director	1 Jan 2003	Other	1555380
John Phillip Bennett	Acting chief financial officer	1 Jul 2003	Other	4300458
Joan Warwick Mccallen	Acting president/ceo	1 Jul 2003	Other	1498231
Joan Warwick Mccallen	President/ceo	1 Aug 2003	Other	1498231
Julie Hesler Dellinger	Acting chief investment officer	1 Nov 2003	Other	3161845
Eric Anderson	Director	1 Jan 2004	Other	4783664
Scott Kisting	Director	1 Jan 2004	Other	4783940
William Martin Byrnes	Chief operations officer	1 May 2004	Other	2104907
Bruce James Rohrbacher	Chief compliance officer	1 Sep 2004	Other	1433467
Wayne Anthony Wicker	Chief investment officer	1 Sep 2004	Other	2031374
Gerard Peter Maus	Chief financial officer	1 Nov 2004	Other	2161442
Eric Taylor Mckissack	Director	1 Jan 2005	Other	1727081

Based in Washington

The principal office where International City Mgmt Association Retiremen 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. 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 www.icmarc.org.