Shirley
Brost

Icma Retirement Corporation

CRD#4583381
Investment Advisor
in Washington, DC
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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

Series 66

Years of Experience

11 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

Shirley Brost Work History

Shirley has 11 years of experience.

2014 - Present (5 years)

Icma Retirement Corporation

2012 - 2014 (2 years)

All Service Painting

2007 - 2012 (5 years)

Nationwide Investment Services Corporation

Disclosures

Shirley Brost has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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