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
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 | — |
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Investment Management Consultants on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities