Icma Retirement Corporation
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About this Advisor
Shirley Brost is an investment advisor whose office is in Washington, D.C. Currently an investment advisor with Icma Retirement Corporation, Brost has 11 years of professional experience as a registered advisor. Brost maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Brost is able to work with clients in Oregon and Washington. Over the course of their career, they have held roles at Nationwide Investment Services Corporation, All Service Painting and Icma Retirement Corporation. Icma Retirement Corporation is based out of Washington, D.C. As an advisor firm, Icma Retirement Corporation manages $47 billion in assets dispersed across 57 client accounts and retains more than 865 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the advisor firm's 57 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Icma Retirement Corporation can provide 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 may charge clients asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Icma Retirement Corporation Brokerage Details
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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
Shirley Brost Work History
Shirley has 11 years of experience.
Icma Retirement Corporation
All Service Painting
Nationwide Investment Services Corporation
Shirley Brost has no disclosures.
Please visit their SEC profile for more details.