INVESTMENT MANAGEMENT CORPORATION

1940 Electric Rd
Roanoke, Virginia 24018-1621
Tel: 540-774-8899

About INVESTMENT MANAGEMENT CORPORATION

INVESTMENT MANAGEMENT CORPORATION, formally registered with the SEC as INVESTMENT MANAGEMENT CORPORATION. The firm was established in 03/25/2016. They have over 2 offices throughout the country.

INVESTMENT MANAGEMENT CORPORATION is a Roanoke, Virginia based Financial Planning firm with nearly $148,978,728 assets under management, offering retirement planning & investment advisory services to 565 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107246
SEC#	801-107457
Assets Managed by Firm	$148,978,728
No. of Clients	565
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	565	$148,978,728
Individuals (other than high net worth individuals)	122	$30,662,441
High net worth individuals	43	$110,870,533
Pension and profit sharing plans	6	$6,578,280
Corporations or other businesses	Fewer than 5 clients	$867,474

More Retirement Planning firms in Roanoke, Virginia:

Firm Name	Assets Under Management	Total Clients	Total Advisors
SANDS CAPITAL MANAGEMENT, LLC 1000 Wilson Blvd., Suite 3000 Arlington, VA, 22209	$45,003,485,534	354	181
INVESTURE, LLC 240 W Main Street, Suite 500 Charlottesville, VA, 22902	$32,231,415,180	53	47
STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.17th Fl. Arlington, VA, 22209-1722	$26,988,658,396	84	99
VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	$20,812,400,000	4775	68

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