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Home > Retirement Planners > oregon > lake oswego > RETIREMENT CONSULTING GROUP, INC.
RETIREMENT CONSULTING GROUP, INC.
5 Centerpointe Drive
Suite 400
Lake Oswego, Oregon 97035
Tel: 503-225-1700
About RETIREMENT CONSULTING GROUP, INC.
RETIREMENT CONSULTING GROUP, INC, formally registered with the SEC as RETIREMENT CONSULTING GROUP, INC. The firm was established in 10/30/2020. They have over 1 offices throughout the country.
RETIREMENT CONSULTING GROUP, INC. is a Lake Oswego, Oregon based Financial Planning firm with nearly $367,084,480 assets under management, offering retirement planning & investment advisory services to 195 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311184 |
| SEC# | 801-119724 |
| Assets Managed by Firm | $367,084,480 |
| No. of Clients | 195 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 195 | $367,084,480 |
| Individuals (other than high net worth individuals) | 41 | $20,820,023 |
| High net worth individuals | 30 | $87,198,077 |
| Pension and profit sharing plans | 10 | $250,120,890 |
| Charitable organizations | 1 | $8,945,490 |
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|---|---|---|---|
| $34,385,256,113 | 126310 | 112 | |
| $25,897,235,362 | 73 | 9 | |
| $13,438,401,059 | 431 | 41 | |
| $8,394,137,837 | 4068 | 60 | |
| $6,856,132,947 | 1409 | 17 |
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