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INVESTMENT CONSULTING SERVICES, LLC
CRD 122064 · SEC 801-61387
1 E. 22ND STREET, SUITE L100, LOMBARD, IL, 60148, United States
Phone
630-928-1052
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$0
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingINVESTMENT CONSULTING TO H&W FUNDS AND NON QUALIFIED TRUSTS
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 6 | — |
| Pension/profit sharing plans | 30 | — |
| Charitable organizations | 1 | — |
States served
IL, IN, KS, LA, MN, NJ, NY, ND, PA, TN, MO
All web addresses on file
Official SEC filing: View on IAPD