Patricia
Arredondo-Chavez

Icma Retirement Corporation

CRD#5143427
Investment Advisor
in Washington, DC
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About this Advisor

Patricia Arredondo-Chavez is a financial advisor based in Washington, D.C., who has 13 years of financial industry experience. Arredondo-Chavez is an advisor for Icma Retirement Corporation. Arredondo-Chavez has gained experience at Icma Retirement Corporation and Jc Mortgage, Inc. Arredondo-Chavez has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Icma Retirement Corporation is a financial advisory business headquartered in Washington, D.C. It manages $47 billion in assets among its 57 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The company offers a wide range of services, such as 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. A financial advisor's fees vary depending on the services provided. However, fees charged by Icma Retirement Corporation most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 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

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

$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

Patricia Arredondo-Chavez Work History

Patricia has 13 years of experience.

2006 - Present (13 years)

Icma Retirement Corporation

2005 - Present (14 years)

Jc Mortgage, Inc

Disclosures

Patricia Arredondo-Chavez has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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