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INVESTMENT CONSULTING GROUP INC

5117 Jersey Ridge Road
Suite 1
Davenport, Iowa 52807
Tel: 563-322-2322

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About INVESTMENT CONSULTING GROUP INC

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 $2,378,969,762 assets under management, offering retirement planning & investment advisory services to 491 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106967
SEC#801-38594
Assets Managed by Firm$2,378,969,762
No. of Clients491
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total491$2,378,969,762
Individuals (other than high net worth individuals)44$18,603,219
High net worth individuals68$259,411,284
Pension and profit sharing plans58$1,859,883,396
Charitable organizations5$24,087,316
Corporations or other businesses15$46,902,436

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AEGON ASSET MANAGEMENT US
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
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TRANSAMERICA RETIREMENT ADVISORS, LLC
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Cedar Rapids, IA, 52499
$16,157,423,229212836383

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