Investment Management Consultants, Ltd. (Littleton)

Investment Management Consultants, Ltd. is an adviser based in Littleton. It manages $44.69 million of regulatory assets for 355 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.

Investment Management Consultants provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Investment Management Consultants: assets under management

The assets under management (AUM) of Investment Management Consultants, Ltd. is $44.69 million. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $373 thousand in discretionary accounts and $44.32 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $124.33 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $125.91 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Investment Management Consultants, Ltd. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Investment Management Consultants, Ltd.

Richard Lloyd Behr has been acting as President since 1 Jan 1988. Katherine Anne Gengler joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Lloyd Behr	President	1 Jan 1988	75% - 100%	833357
Regina Mary Reetz	Secondary compliance officer	1 Feb 2004	Other	3086666
Katherine Anne Gengler	Chief compliance officer	1 Jan 2012	Other	3175154

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Rosemary Young Reed	Shareholder	1 Feb 1989	Other	1602300
David John York	Shareholder	1 Jun 1998	Other	4406875

Based in Littleton

The principal office where Investment Management Consultants, Ltd. performs its advisory services is located at 2505 W. Alamo Avenue, Littleton, CO 80120, 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 303-707-0360 or by fax 303-707-1339. The normal business hours are 8:30am-4:30pm on Monday - Friday.