Itm, Inc. (D/B/A Resource Consultants, Inc.)

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
40
Advisory reps
5

Firm details

Headquarters
Omaha, Nebraska
CRD number
135472
Fee structure
Fixed Fees
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Itm, Inc., doing business as Resource Consultants, Inc., is organized as a corporation and operates as an institutional registered investment adviser focused on serving institutional clients. The firm’s stated advisory activity is portfolio management for businesses or institutions, and its business activity classification includes acting as an other financial product salesperson. Itm, Inc. uses a fixed-fee pricing model and is not positioned as a capital allocator. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant or related adviser. FINTRX notes industry affiliations with trust companies and insurance companies, which aligns with its product-distribution role.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Kurt Niederloh

    Kurt Niederloh

    Chief Financial OfficerCRD 7620924

Contacts

3 of 4
  • Ralph Medici

    Ralph Medici

    PresidentCRD 5320569

  • Maureen Sheehan

    Maureen Sheehan

    General CounselCRD 7620925

  • Michael Schwab

    Insurance AnalystCRD 5050766

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Omaha, NE

Douglas

Location

Omaha, NE

Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.

Metro area
Omaha-Council Bluffs-Fremont, NE-IA
Region
Midwest
County
Douglas
Address
2828 S 87th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth