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 | |
| $16,157,423,229 | 212836 | 383 | |
| $11,358,738,764 | 8 | 15 |
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