Itm, Inc. (D/B/A Resource Consultants, Inc.)
Firm details
- Headquarters
- Omaha, Nebraska
- CRD number
- 135472
- Fee structure
- Fixed Fees
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Kurt Niederloh
Chief Financial OfficerCRD 7620924
Contacts
3 of 4
Ralph Medici
PresidentCRD 5320569
Maureen Sheehan
General CounselCRD 7620925
Michael Schwab
Insurance AnalystCRD 5050766
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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