|
⚲
|
| Retirement Consulting Group Inc
✚
| |
|---|---|
| CRD # | 311184 |
| SEC # | 801-119724 |
| CIK # | |
| AUM | $367.1 MM (2024-03-21) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 503-225-1700 |
| Address | 5 Centerpointe Drive Lake Oswego, OR 97035 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 20.8 |
| (b) Individuals (high net worth individuals) | 30 | 87.2 |
| (c) Banking or thrift institutions | 1 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 250.1 |
| (h) Charitable organizations | 1 | 8.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 195 | 367.1 |
| By Discretionary | ||
| Discretionary | 172 | 350.0 |
| Non-Discretionary | 23 | 17.1 |
| Total | 195 | 367.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 367.1 | |
| Total | 195 | 367.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sequent Planning LLC
✚
|
NE | 0.4 |
|
Wealthcrest Financial Services LLC
✚
|
VA | 0.4 |
|
Kassouf Wealth Advisors LLC
✚
|
AL | 0.4 |
|
Atticus Wealth Management LLC
✚
|
FL | 0.4 |
|
Alliance Wealth Advisors LLC
✚
|
UT | 0.4 |
|
QBOX Fiduciary Solutions LLC
✚
|
IN | 0.4 |
|
Talis Advisory Services LLC
✚
|
TX | 0.4 |
|
Cape Investment Advisory Inc
✚
|
GA | 0.4 |
|
Jazz Wealth Managers Inc
✚
|
FL | 0.4 |
|
Financial Innovations LLC
✚
|
GA | 0.4 |