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| Keyboard |
| Investment Consulting Group Inc
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|---|---|
| CRD # | 106967 |
| SEC # | 801-38594 |
| CIK # | |
| AUM | 2,840.7 M (2026-03-27) |
| Employees | 6 (33% 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) | 53 | 0.0 |
| (b) Individuals (high net worth individuals) | 71 | 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 | 28 | 2.2 |
| (h) Charitable organizations | 6 | 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 | 504 | 2.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 504 | 2.8 |
| Total | 504 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 504 | 2.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Deschutes Investment Consulting LLC
✚
|
OR | 2,888.1 M |
|
RMR Wealth Builders Inc
✚
|
NJ | 2,885.6 M |
|
Regal Investment Advisors LLC
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|
MI | 2,877.3 M |
|
Capital Counsel LLC
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|
NY | 2,874.5 M |
|
Cooper Financial Group
✚
|
CA | 2,852.5 M |
|
Trek Financial LLC
✚
|
AZ | 2,824.3 M |
|
Strategic Financial Services Inc
✚
|
NY | 2,807.6 M |
|
Rothschild Investment LLC
✚
|
IL | 2,792.2 M |
|
JB Capital LLC
✚
|
CT | 2,784.5 M |
|
Equity Services Inc
✚
|
VT | 2,777.4 M |