SourcingSourcing

INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION

C31
CRD 108783·SEC 801-18273·WASHINGTON, DC
AUM
$6.31B
$1B+
Est. Revenue
$63.1M
@ 1% on AUM
Est. EBITDA
$18.9M
@ 30% margin
Est. Deal Value
$151.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION
CRD
108783
SEC file #
801-18273
EIN
—
DBA names
Missionsquare Retirement

Economics

AUM
$6.31B
AUM band
$1B+
AUM trajectory
'20'26
$2.51B → $6.31B▲ +152%
Client mix
Individuals Other40,136
Individuals High Net Worth390
Insurance Companies1

Operations

Employees (total)
553
Advisory staff (per ADV)
174
Advisory staff (5-yr trend)
'20'26
203 advisors → 174 advisors▼ -14%
Primary office
WASHINGTON DC
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/icma-rc(social)

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ANGE, TANYA, ANNE
Top Owner Pct
2.5
Top Owner Entity Kind
I
Owner Count
15
Control Persons
ANGE, TANYA, ANNE
CLARKE, BRIAN, WILLIAM
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Participants
2,274
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20243
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
45
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
8220662
Trust Company Affiliate
Yes

People (64)

64
ANGE, TANYA, ANNE
Executive Officer · 2.5%
8220662
BRIAN WILLIAM CLARKE
Executive Officer · 2.5%
4644686
COYNE, JOSEPH, VICTOR
Executive Officer · 2.5%
7693326
ELLIS, DAVID
Executive Officer · 2.5%
8219902
GIBSON, JEFFREY, ALLEN
Executive Officer · 2.5%
2272982
GRISI, JEANMARIE, CONTI
Executive Officer · 2.5%
4392176
HENSRUD-ELLINGSON, SHARI,
Executive Officer · 2.5%
6012270
Druery Thorn Holloway
Executive Officer · 2.5%
6035229
KELLEY, MEREDITH, PRATT
Executive Officer · 2.5%
8038496
MAULDIN-JONES, OPAL, DLYNN
Executive Officer · 2.5%
7326912
MCANDREWS, THOMAS, GEORGE
Executive Officer · 2.5%
5569302
MIYASATO, MONA, HATSUKO
Executive Officer · 2.5%
7693550
NOVAK, JULIA, DYSON
Executive Officer · 2.5%
8061371
ANDRE DAVID ROBINSON
Executive Officer · 2.5%
3161714
WHITING, ANDREW, RAYMOND
Executive Officer · 2.5%
5047620
JAMES FRANKLIN DRAKE
IAR
1101983
LEE, CHRISTOPHER, SOMBATCHAROEN
IAR
6125774
Hillis Lashawn Haygood
IAR
6802492
DONNELL EARL WILLIAMS
IAR
4606441
JACOB DREILING
IAR
7191677
ALCIRA CHRISTINA
IAR
1814807
MARCUS BRYANT MARSHALL
IAR
6550340
ANTOINETTE GUY-WHARTON
IAR
1960552
DONALD JEFF SPINDLE
IAR
4104006
MONCHERIE LENAE MASON
IAR
4106236
Bree Clements COTA
IAR
4613248
Daniel I Regalado
IAR
7634852
MICHAEL LAMBERT SAVAGE
IAR
2356174
YOLANDA FLORES
IAR
2888925
Erik M. Gabrich
IAR
7322370
ROY A COMBS
IAR
4168367
NICHOLAS LORENZO DITERLIZZI
IAR
4849677
KIM BROWNLEE
IAR
3206832
SONIA ROGERS
IAR
3006348
JEFFREY MICHAEL KOEPPEN
IAR
4322799
DARYL CHARLES PEREIRA DENNIS
IAR
5916062
Sergio Jude Mejia
IAR
4278950
MICHAEL Joseph MCINTOSH
IAR
3197266
John Howard Murray
IAR
6229946
RONALD ALAN MENTZER
IAR
1694609
WILLIAM RUSSELL SIMS
IAR
2556311
AMAYA ARANTZAZU FINE
IAR
7251225
SANDRA AGUILAR
IAR
4385180
CHRISTOPHER KING MINNIGH
IAR
3165029
CARTER MACKENZIE MOSS
IAR
5299990
SETH MICHAEL LEWIS
IAR
2506247
Jacob A Hoffman
IAR
7368994
EDWARD JOSEPH SIZEMORE
IAR
4446424
Amy Elizabeth Dinges
IAR
7026406
Susan Shaffer Trammel
IAR
1588031
CHARLES FRANCIS MANSFIELD
IAR
2225900
ANNE MARIE WILSON
IAR
5992331
DEBRA JEAN ADAIR
IAR
2768770
Erica E Rodriguez
IAR
5593746
JAMES BRADLEY SMITH
IAR
3002426
CHRISTINA ANN CLEMONS
IAR
5750248
DANIEL RYAN STEWART
IAR
5491633
David Gordon NeSmith
IAR
6579825
PETER JOHN CROWE
IAR
1757874
NANCY AGAIBY
IAR
2531916