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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Investment Consulting Group Inc
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|---|---|
| CRD # | 106967 |
| SEC # | 801-38594 |
| CIK # | |
| AUM | $2.6 B (2025-03-13) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 563-322-2322 |
| Address | 5117 Jersey Ridge Road Davenport, IA 52807 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 0.0 |
| (b) Individuals (high net worth individuals) | 81 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 34 | 2.0 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 0.1 |
| (n) Other | 5 | 0.2 |
| Total | 517 | 2.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 517 | 2.6 |
| Total | 517 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 517 | 2.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Certified Advisory Corp
✚
|
FL | 2.7 |
|
Strategic Blueprint LLC
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|
GA | 2.7 |
|
Bill FEW Associates Inc
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PA | 2.6 |
|
Aprio Wealth Management LLC
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GA | 2.6 |
|
Oneascent Financial Services LLC
✚
|
AL | 2.6 |
|
Capital Counsel LLC
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|
NY | 2.6 |
|
Vicus Capital Inc
✚
|
PA | 2.6 |
|
Cooper Financial Group
✚
|
CA | 2.6 |
|
Foster & Motley Inc
✚
|
OH | 2.5 |
|
Truwealth Advisors LLC
✚
|
LA | 2.5 |