5117 Jersey Ridge Road, Suite 1
Davenport, Iowa 52807
Tel: 563-322-2322
INVESTMENT CONSULTING GROUP INC, formally registered with the SEC as INVESTMENT CONSULTING GROUP INC. The firm was established in 01/31/1991. They have over 1 offices throughout the country.
INVESTMENT CONSULTING GROUP INC is a Davenport, Iowa based Financial Planning firm with nearly $2,104,639,015 assets under management, offering retirement planning & investment advisory services to 487 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 106967 |
SEC# | 801-38594 |
Assets Managed by Firm | $2,104,639,015 |
No. of Clients | 487 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 487 | $2,104,639,015 |
Individuals (other than high net worth individuals) | 41 | $14,454,270 |
High net worth individuals | 73 | $247,862,049 |
Pension and profit sharing plans | 28 | $1,617,919,914 |
Charitable organizations | 5 | $21,940,001 |
Corporations or other businesses | 16 | $42,263,689 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$279,108,496,692 | 13656 | 1925 | |
$93,670,595,774 | 1522 | 484 | |
$87,349,594,698 | 210 | 289 | |
$82,427,818,654 | 461370 | 3352 | |
$9,416,854,861 | 46075 | 1430 |
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