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INVESTMENT CONSULTING GROUP INC
CRD 106967 · SEC 801-38594
5117 JERSEY RIDGE ROAD, SUITE 1, DAVENPORT, IA, 52807, United States
Phone
563-322-2322
Fax
563-322-4966
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.84B
Discretionary AUM
$0
Team
6 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $22.7M |
| High net worth individuals | 71 | $325.6M |
| Pension/profit sharing plans | 28 | $2.21B |
| Charitable organizations | 6 | $31.2M |
| Corporations/business entities | 16 | $62.1M |
States served
IL, IA, NE, TX, FL
All web addresses on file
Official SEC filing: View on IAPD