James
Weight

Icma Retirement Corporation

CRD#4284004
Investment Advisor
in Washington, DC
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About this Advisor

James Weight is a certified financial planner who works in Washington, D.C., who has been in the advisory business for 14 years. Weight is an employee of Icma Retirement Corporation. They have spent their entire employment at Icma Retirement Corporation. Weight maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Kentucky, North Carolina, South Carolina, Virginia and West Virginia. Icma Retirement Corporation is a financial advisory firm headquartered in Washington, D.C. It has $47 billion in assets under management across its 57 accounts, making it one of the biggest firms in the country by assets under management. The business offers a diverse range of services, including 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. Financial advisory fee schedules usually vary depending on which service is offered. Fees charged by Icma Retirement Corporation most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 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, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

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

$46,526,514,113

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

865

DC Average: 60
Total Number of Accounts

57

DC Average: 205
Average Account Size

$816,254,634

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
  • Selection of other advisers
  • Educational seminars/workshops

James Weight Work History

James has 14 years of experience.

2004 - Present (15 years)

Icma Retirement Corporation

Disclosures

James Weight has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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