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Building 2INVESTMENT CONSULTING GROUP INC

Map pinDAVENPORT, IA
Phone563-322-2322
NotebookSEC #801-38594
Total AUM
$2.8B
Employees
6
Clients
180

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5117 JERSEY RIDGE ROAD
SUITE 1
DAVENPORT
IA 52807
United States
Operating Hours
8:00 AM-12:00 1:00-5:00 PM
Monday - Friday
Phone
563-322-2322

ReceiptFinancials

Total AUM
$2.8B
Accounts
504
Discretionary
$0
Accounts
0
Non-Discretionary
$2.8B
Accounts
504

ContactClients

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Individual Clients
53
AUM
$22.7M
HNW Individual Clients
71
AUM
$325.6M
Pension/Profit Sharing Plan Clients
28
AUM
$2.2B
Charitable Organization Clients
6
AUM
$31.2M
Insurance Company Clients
1
AUM
$5.4M
Corporation or Business Clients
16
AUM
$62.1M
Other Clients
5
AUM
$185.3M
Description of Other Clients
SELF-FUNDED HEALTH CARE PLANS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIAILNETX

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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