INVESTMENT CONSULTING GROUP INC
Adviser information for INVESTMENT CONSULTING GROUP INC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 491 | $2.4B |
| Total | 491 | $2.4B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 44 | $18.6M |
| HNW Individuals | 68 | $259.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 58 | $1.9B |
| Charitable organizations | 5 | $24.1M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | <5 | $4.2M |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 15 | $46.9M |
| Other | 5 | $165.9M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-38594 |
|---|---|
| SEC ERA File Number | 801-38594 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 106967 |
| Legal Entity Identifier | None |
Principal Office
5117 JERSEY RIDGE ROADSUITE 1
DAVENPORT
IA
United States
Monday - Friday, 8:00 AM-12:00 1:00-5:00 PM
Tel: 563-322-2322, Fax: 563-322-4966
Chief Compliance Officer
STANFORTH, DONALD R
PRESIDENT
5117 JERSEY RIDGE ROAD, SUITE 1
DAVENPORT
IA
United States
Tel:
563-322-2322
Fax:
563-322-4966
I*****@********O
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STANFORTH, DONALD, RAY | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 05/1990 | > 75% |
| STANFORTH, RITA, CURRAN | Individual | – | SECRETARY/TREASURER | 02/1997 | < 5% |
| STANFORTH, ROSS, CURRAN | Individual | – | VICE PRESIDENT/DIRECTOR | 03/2005 | 5-10% |
| STANFORTH, AUSTIN, CURRAN | Individual | – | DIRECTOR | 02/2008 | < 5% |
| STANFORTH, LISA ANNE, CURRAN | Individual | – | DIRECTOR | 11/2009 | < 5% |