|
⚲
|
| Retirement Consulting Group Inc
✚
|
|
|---|---|
| CRD # | 311184 |
| SEC # | 801-119724 |
| CIK # | |
| AUM | $411.1 M (2025-03-27) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 503-225-1700 |
| Address | 5 Centerpointe Drive Lake Oswego, OR 97035 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 27.3 |
| (b) Individuals (high net worth individuals) | 28 | 84.8 |
| (c) Banking or thrift institutions | 1 | 0.7 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 289.0 |
| (h) Charitable organizations | 1 | 9.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 185 | 411.1 |
| By Discretionary | ||
| Discretionary | 163 | 391.9 |
| Non-Discretionary | 22 | 19.2 |
| Total | 185 | 411.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 411.1 | |
| Total | 185 | 411.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Nicholas Wealth LLC
✚
|
GA | 0.4 |
|
Cypress Capital LLC
✚
|
TN | 0.4 |
|
Parkview Ltd
✚
|
0.4 | |
|
Hixon Zuercher LLC
✚
|
OH | 0.4 |
|
Muhlenkamp & Co Inc
✚
|
PA | 0.4 |
|
Barnes Wealth Management Group Inc
✚
|
CA | 0.4 |
|
Cloud Capital LLC
✚
|
0.4 | |
|
Five Oceans Advisors LLC
✚
|
0.4 | |
|
Martin Javan von
✚
|
0.4 | |
|
IMS Capital Management Inc
✚
|
OR | 0.4 |