James
Reinke

Icma Retirement Corporation

CRD#3109420
Investment Advisor
in Washington, DC
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About this Advisor

James Reinke is a certified financial planner whose office is in Washington, D.C. Currently a registered financial advisor at Icma Retirement Corporation, they have accumulated 20 years of practice in the financial advisory industry. Reinke holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Reinke can work with customers in Alaska, Idaho, Montana, Oregon and Washington. Throughout their career, Reinke has worked at American Express Financial Advisors Inc and Ids Life Insurance Company. Icma Retirement Corporation is headquartered in Washington, D.C. In total, Icma Retirement Corporation manages $47 billion in assets dispersed across 57 client accounts and retains more than 865 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the investment firm's 57 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Icma Retirement Corporation can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

Yes

Office Location

777 North Capitol Street Ne, Suite 600
Washington, DC 20002-4240

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Icma Retirement Corporation Brokerage Details

Total Assets Under Management

$2,506,042,249

DC Average: $4,886,152,200
Total Number of Employees

873

DC Average: 60
Total Number of Accounts

2

DC Average: 205
Average Account Size

$1,253,021,124

DC Average: $23,834,889

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

James Reinke Work History

James has 20 years of experience.

1998 - Present (21 years)

American Express Financial Advisors Inc

1998 - Present (21 years)

Ids Life Insurance Company

Disclosures

James Reinke has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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