Investment Management Consultants
TO DELIVER THE PREMIER INVESTMENT CONSULTING AND WEALTH MANAGEMENT CREDENTIALS AND WORLD CLASS EDUCATIONAL OFFERINGS.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$29.7M
-0.2% YoY
Annual Giving
$100K
-50.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$100K
-50.0% YoY
About Investment Management Consultants
Based on IRS filings
Investment Management Consultants is a nonprofit organization, based in GREENWOOD VILLAGE, CO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $29.7M in total assets. In 2024, it awarded 1 grants totaling $100K. Net investment income was $1.6M.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $29,745,295 | $29,801,201 | $29,295,721 |
| Revenue | $18,663,032 | $16,645,103 | $14,047,577 |
| Expenses | $19,089,886 | $18,723,040 | $15,675,976 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $1,588,404 | $390,484 | $681,637 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
3 grants across all recorded years
Open Grants
1 open opportunity from Investment Management Consultants
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Investments and Wealth Foundation ($100,000).
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SEAN WALTERS | CEO | 40 | $562,077 |
| ANGELA LUTTERMAN | CFO/COO | 40 | $267,697 |
| ROSS RISKIN | CLO | 40 | $240,984 |
| JOHN WHITHAM | COO | 40 | $203,174 |
| APRIL FERRELL | DIR. OF SALES & EXEC. DIR. FDTN | 40 | $203,130 |
| ROBERT FRANKEL | DIR. OF CERTIF. & GEN. COUNSEL | 40 | $154,319 |
| SANDRA GARCIA | CFO | 40 | $162,425 |
| MICHAEL KURZ | DIRECTOR CERTIFICATION PROGRAMS | 40 | $148,434 |
| COURTNEY SCHUBERT | DIR. MARKETING & MEMBERSHIP | 40 | $144,339 |
| HANNAH WALDEN | DIRECTOR EDUCATION OPERATION | 40 | $136,721 |
| CHRISTINE GAZE | CHAIR | 1 | — |
| LIBET ANDERSON | VICE CHAIR, STANDARDS | 1 | — |
| LAURIS LAMBERGS | VICE CHAIR, FINANCE | 1 | — |
| NOEL PACARRO BROWN | VICE CHAIR, PROF. DEVELOPMENT | 1 | — |
| DOROTHY BOSSUNG | PAST-CHAIR | 1 | — |
| MOE ALLAIN | DIRECTOR | 1 | — |
| CHRIS BIDWELL | DIRECTOR | 1 | — |
| ANUJ GUPTA | DIRECTOR | 1 | — |
| DOUG HANSON | DIRECTOR | 1 | — |
| DESIREE MALDONADO | DIRECTOR | 1 | — |
| ROGER MUSSA | DIRECTOR | 1 | — |
| WILLIAM WALDERT | DIRECTOR | 1 | — |
| HATEM ZARROUK | DIRECTOR | 1 | — |
Frequently Asked Questions
How large is Investment Management Consultants?
As of 2024, Investment Management Consultants holds $29.7M in total assets with $18.7M in annual revenue. It awarded 1 grants totaling $100K in 2024.
Where does Investment Management Consultants operate?
Investment Management Consultants has awarded grants in Colorado.
What size grants does Investment Management Consultants award?
In 2024, Investment Management Consultants awarded 1 grants totaling $100K — an average of about $100K per grant, based on its IRS Form 990 filings.
What is Investment Management Consultants's EIN?
Investment Management Consultants's EIN (Employer Identification Number) is 84-1009166. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Investment Management Consultants's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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