International City Mgmt Association Retiremen (Washington)


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.

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