# Investment Management Consultants
Source: https://planprovider.pro/provider/investment-management-consultants

> From its Salt Lake City headquarters along the Wasatch Front, Investment Management Consultants (IMC) is a Registered Investment Advisor that works with clie…

Retirement Plan Advisor

Salt Lake City, UT

## About Investment Management Consultants

<p>From its Salt Lake City headquarters along the Wasatch Front, Investment Management Consultants (IMC) is a Registered Investment Advisor that works with clients on asset allocation and ongoing portfolio decisions.</p>

<p>IMC builds allocation strategies around time horizon, risk tolerance, objectives, and cash-flow needs. The firm adjusts allocations as market conditions change and uses a team-based service model. Clients also get online access to track funds and store files securely.</p>

<p>In 2026, IMC reports $2.1B in assets under management. The firm provides financial planning, investment management, and consulting to individuals in many states, including Arkansas, Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Indiana, Kansas, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, New Jersey, North Carolina, North Dakota, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming.</p>

<p>One point that sets IMC apart is its combination of active allocation adjustments with a structured online portal for both investment tracking and document organization. For sponsors comparing options, see other <a href="/plan-advisors">plan advisors</a> and <a href="/retirement-plans">retirement plan providers</a>.</p>

<ul>
<li>Registered Investment Advisor (RIA)</li>
<li>Headquartered in Salt Lake City, Utah</li>
<li>Asset allocation and investment management</li>
<li>Financial planning and consulting</li>
<li>Online fund tracking and secure file storage</li>
</ul>

Website: [https://www.imcportfolio.com/home-page](https://www.imcportfolio.com/home-page)

## Office Locations

- Salt Lake City, UT (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $2.1B

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| CULINARY AND BARTENDERS 401(K) PLAN|TRUSTEES OF THE CULINARY AND BARTENDERS 401(K) TRUST, NV|$246M|126,444|

| CULINARY WORKERS LOCAL 226 RETIREMENT SAVINGS PLAN|CULINARY WORKERS LOCAL 226, NV|$10M|131|

## Other Retirement Plan Advisors in UT

- [Bellwether Investment Group, LLC](https://planprovider.pro/provider/bellwether-investment-group-llc) - Chattanooga, TN

- [Cannon Capital Management, Inc.](https://planprovider.pro/provider/cannon-capital-management-inc) - Cottonwood Heights, UT

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- [DGPG Investments, LLC](https://planprovider.pro/provider/dfpg-investments-llc) - Sandy, UT

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- [Gbs Retire](https://planprovider.pro/provider/gbs-retire) - South Salt Lake, UT

- [Trajan Wealth](https://planprovider.pro/provider/trajan-wealth) - Scottsdale, AZ

- [Nilsine Partners, LLC](https://planprovider.pro/provider/nilsine-partners-llc) - Greenwood Village, CO

- [CUI Wealth Management](https://planprovider.pro/provider/cui-wealth-management) - Midvale, UT

- [Soltis Investment Advisors](https://planprovider.pro/provider/soltis-investment-advisors) - St George, UT

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