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 $2,378,969,762 assets under management, offering retirement planning & investment advisory services to 491 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 106967 |
SEC# | 801-38594 |
Assets Managed by Firm | $2,378,969,762 |
No. of Clients | 491 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 491 | $2,378,969,762 |
Individuals (other than high net worth individuals) | 44 | $18,603,219 |
High net worth individuals | 68 | $259,411,284 |
Pension and profit sharing plans | 58 | $1,859,883,396 |
Charitable organizations | 5 | $24,087,316 |
Corporations or other businesses | 15 | $46,902,436 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$377,222,976,882 | 6824 | 1955 | |
$93,913,367,327 | 643 | 645 | |
$88,549,358,554 | 213 | 258 | |
$87,368,733,496 | 448526 | 3312 | |
$16,157,423,229 | 212836 | 383 |
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