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RETIREMENT CONSULTING GROUP, INC.
CRD 311184 · SEC 801-119724
5 CENTERPOINTE DRIVE, SUITE 400, LAKE OSWEGO, OR, 97035, United States
Phone
503-225-1700
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$457.0M
Discretionary AUM
$442.1M
Team
4 total employees; 1 advisory reps; 13 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $14.6M |
| High net worth individuals | 40 | $104.0M |
| Banking/thrift institutions | 1 | $1.2M |
| Pension/profit sharing plans | 10 | $328.0M |
| Charitable organizations | 2 | $9.1M |
States served
ID, OR, UT, WA, TX
All web addresses on file
Official SEC filing: View on IAPD