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Building 2RETIREMENT CONSULTING GROUP, INC.

Map pinLAKE OSWEGO, OR
Phone503-225-1700
NotebookSEC #801-119724
Total AUM
$457M
Employees
4
Clients
86

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5 CENTERPOINTE DRIVE
SUITE 400
LAKE OSWEGO
OR 97035
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
503-225-1700

ReceiptFinancials

Total AUM
$457M
Accounts
192
Discretionary
$442.1M
Accounts
170
Non-Discretionary
$14.9M
Accounts
22

ContactClients

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Individual Clients
33
AUM
$14.6M
HNW Individual Clients
40
AUM
$104M
Banking Clients
1
AUM
$1.2M
Pension/Profit Sharing Plan Clients
10
AUM
$328M
Charitable Organization Clients
2
AUM
$9.1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IDORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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