Overview
What is Investment Management Consultants Association Inc?
Investment Management Consultants Association Inc, also known as Investments & Wealth Institute, is a nonprofit organization based in Greenwood Village, Colorado. With a team of 56 employees, they specialize in providing investment consulting and wealth management education, leading to three certifications: Certified Investment Management Analyst, Certified Private Wealth Advisor, and Retirement Management Advisor. Their mission is to deliver top-tier investment consulting and wealth management credentials and educational offerings.
Official website here: www.investmentsandwealth.org
Is Investment Management Consultants Association Inc legitimate?
Investment Management Consultants Association Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Investment Management Consultants Association Inc submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.
Heare are some key statistics you may want to consider:
Executive Compensation: $1,925,796
Professional Fundraising Fees: $0
Other Salaries and Wages: $3,934,508
For more financial information, click here
Official website here: www.investmentsandwealth.org
What is the mission statement of Investment Management Consultants Association Inc?
The Investment Management Consultants Association Inc is dedicated to providing excellent investment consulting and wealth management education, as well as administering prestigious certifications in the field. Specifically, they offer the Certified Investment Management Analyst, Certified Private Wealth Adviser, and Retirement Management Adviser designations. The organization prioritizes delivering premier educational offerings and credentialing programs to help professionals excel in investment management and wealth management.
Official website here: www.investmentsandwealth.org
Who is the CEO of Investment Management Consultants Association Inc?
Sean Walters is the CEO of Investment Management Consultants Association Inc The CEO's salary of Investment Management Consultants Association Inc is $550,000 and their total compensation is $685,157.
Official website here: www.investmentsandwealth.org
What is the revenue of Investment Management Consultants Association Inc?
Investment Management Consultants Association Inc's revenue in 2023 was $16,645,103.
Official website here: www.investmentsandwealth.org
Who are the executives of Investment Management Consultants Association Inc and what are their salaries?
The average compensation at Investment Management Consultants Association Inc during 2023 was $102,812. There are 57 employees and 220 volunteers at Investment Management Consultants Association Inc.
Here are 23 key members and their salaries (Investment Management Consultants Association Inc's CEO's salary is $550,000 and their total compensation is $685,157):
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- Compensation: $550,000
- Related: $0
- Other: $135,157
- Compensation: $326,769
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- Other: $56,567
- Compensation: $292,995
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- Other: $54,100
- Compensation: $257,295
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- Other: $47,121
- Compensation: $173,000
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- Other: $32,795
- Compensation: $164,448
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- Other: $17,993
- Compensation: $145,600
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- Other: $24,123
- Compensation: $158,108
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- Other: $16,864
- Compensation: $154,123
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- Other: $40,639
- Compensation: $162,336
- Related: $0
- Other: $25,538
Official website here: www.investmentsandwealth.org
Where can I find the form 990 for Investment Management Consultants Association Inc?
Investment Management Consultants Association Inc's most recent form 990 was submitted in 2023 and can be accessed here.
Official website here: www.investmentsandwealth.org
Learn more at the official website: www.investmentsandwealth.org
Mission Statement of Investment Management Consultants Association Inc
The Investment Management Consultants Association Inc, a renowned organization, is dedicated to delivering premier investment consulting and wealth management credentials and world-class educational offerings. In simpler terms, it sets the standard for investment consulting and wealth management education.
The Association takes pride in administering the initial certification and recertification programs for three prestigious designations: Certified Investment Management Analyst (CIMA), Certified Private Wealth Adviser (CPWA), and Retirement Management Adviser (RMA). These credentials equip professionals with the necessary expertise to provide comprehensive investment advice and wealth management solutions to individuals and institutional clients.
By offering these designations, the Investment Management Consultants Association Inc fosters excellence and professionalism within the investment consulting and wealth management industries. The organization's commitment to continuous learning ensures that its members stay abreast of the latest trends, best practices, and advancements in the field. As a result, they are well-equipped to help clients make informed decisions about their financial futures.
In essence, the Investment Management Consultants Association Inc serves as a beacon of knowledge and expertise in investment consulting and wealth management, empowering its members to make a significant impact on their clients' lives.
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Impact
October, 2024
Investment Management Consultants Association Inc (IMCA) plays a significant role in enhancing the quality and professionalism within the investment consulting and wealth management sectors. By providing education and credentialing, IMCA ensures that professionals in the field are equipped with the necessary skills and knowledge to serve their clients effectively.
The organization administers important certification programs such as the Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Retirement Management Advisor (RMA) designations. These credentials not only signify a high standard of expertise but also promote ethical practices in investment management. As a result, financial professionals are better prepared to make informed decisions that benefit their clients, which ultimately contributes to the overall health of the financial industry.
Furthermore, IMCA's emphasis on continuous education fosters a culture of lifelong learning among its members. This commitment to professional development not only enhances individual careers but also elevates the standards of investment consulting and wealth management as a whole. Through its premier educational offerings, IMCA helps instill confidence in clients, knowing they are working with well-qualified professionals.
In summary, IMCA's impact extends beyond individual credentials; it shapes the investment consulting landscape by promoting excellence, ethical standards, and continuous learning, leading to improved outcomes for investors and the broader community.
This information is meant to be a general summary of Investment Management Consultants Association Inc. Please take the time to review official sources before making any decisions based upon the content provided here.
Financials
This financial information is from Propublica.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2023.
- Investment Income: $600,810
- Program Service Revenue: $16,254,619
- Gross Receipts: $26,124,549
Assets and Liabilities:
- Total Assets: $29,295,721
- Total Liabilities: $13,371,305
- Net Assets: $15,924,416
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Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
CERTIFICATION
Revenue
$10,258,450
MEETINGS/CONFERENCES
Revenue
$2,546,361
MEMBERSHIP
Revenue
$2,425,715
EDUCATION
Revenue
$1,002,593
ADVERTISING
Revenue
$21,500
Organization Details
Founding Year
1985
Principal Officer
Sean Walters
Website
www.investmentsandwealth.orgNTEE Category
Code: S41 - Community improvement
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