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⚲
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| Retirement Consulting Group Inc
✚
|
|
|---|---|
| CRD # | 311184 |
| SEC # | 801-119724 |
| CIK # | |
| AUM | $457.0 M (2026-03-11) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 503-225-1700 |
| Address | 5 Centerpointe Drive Lake Oswego, OR 97035 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 14.6 |
| (b) Individuals (high net worth individuals) | 40 | 104.0 |
| (c) Banking or thrift institutions | 1 | 1.2 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 328.0 |
| (h) Charitable organizations | 2 | 9.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 192 | 457.0 |
| By Discretionary | ||
| Discretionary | 170 | 442.1 |
| Non-Discretionary | 22 | 14.9 |
| Total | 192 | 457.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 457.0 | |
| Total | 192 | 457.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tufton Capital Management LLC
✚
|
MD | 0.5 |
|
Harmony Asset Management LLC
✚
|
AZ | 0.5 |
|
Jazz Wealth Managers Inc
✚
|
FL | 0.5 |
|
NIA Impact Advisors LLC
✚
|
0.5 | |
|
Five Oceans Advisors LLC
✚
|
0.5 | |
|
SBE LLC DBA Cedar Cove Wealth Partners
✚
|
MN | 0.5 |
|
Axient Investment Advisors LLC
✚
|
AL | 0.5 |
|
Prentiss Smith & Company Inc
✚
|
VT | 0.5 |
|
Kinetic Investment Management Inc
✚
|
CA | 0.5 |
|
M1 Capital Management
✚
|
MI | 0.5 |