INVESTMENT CONSULTING SERVICES, LLC
Adviser information for INVESTMENT CONSULTING SERVICES, LLC last updated from Form ADV on March 26th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | 24 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 28 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Pension consulting services |
|---|---|
| Compensation | Fixed feesPOOLED EMPLOYER PLAN CLIENTS-ASSET BASED FEES |
| Other Business Activities | INVESTMENT CONSULTING |
Identifiers
| SEC RIA File Number | 801-61387 |
|---|---|
| SEC ERA File Number | 801-61387 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 122064 |
| Legal Entity Identifier | None |
Principal Office
2215 YORK ROADSUITE 206
OAK BROOK
IL
United States
Monday - Friday, 7:00 A.M.-4:00 P.M.
Tel: 630-928-1052, Fax: None
Websites
Chief Compliance Officer
JASON M. UTHE
MEMBER/CHIEF COMPLIANCE OFFICER
2215 YORK ROAD, SUITE 206
OAK BROOK
IL
United States
Tel:
630-928-1056
J**@**********M
(Full email address available in API data)
Regulatory Contact
ERIC CERVANTES
PARTNER/MEMBER
2215 YORK ROAD, SUITE 206
OAK BROOK
IL
United States
Tel:
(630) 928-1057
E**@**********M
(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 |
|---|---|---|---|---|---|
| CERVANTES, ERIC | Individual | – | PARTNER | 01/2021 | 50-75% |
| UTHE, JASON, M | Individual | – | CHIEF COMPLIANCE OFFICER/PARTNER | 01/2021 | 50-75% |