CORPORATE CONSULTING GROUP, INC.
Adviser information for CORPORATE CONSULTING GROUP, INC. last updated from Form ADV on March 25th, 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 |
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Fiscal Year End | DECEMBER |
Legal Location | Oklahoma, United States |
Employees
Total Number of Employees | 2 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
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 | 0 | $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 | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 13 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Pension consulting servicesSelection of other advisers (including private fund managers) |
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Compensation | Hourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-63159 |
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SEC ERA File Number | 801-63159 |
SEC CIK Numbers | None |
SEC CRD Numbers | 123761 |
Legal Entity Identifier | None |
Principal Office
320 SOUTH BOSTON AVENUESUITE 1130
TULSA
OK
United States
Monday - Friday, 9:00 AM TO 5:30 PM
Tel: 918-585-5858, Fax: 918-584-6632
Chief Compliance Officer
GARY W. GOULD
PRESIDENT
320 SOUTH BOSTON AVENUE
SUITE 1130
TULSA
OK
United States
Tel:
918-585-5858
Fax:
918-584-6632
G****@***************M
(Full email address available in API data)
Regulatory Contact
JOHN WILLIAMS
CONSULTANT
2865 GREEN COVE WAY
SMYRNA
GA
United States
Tel:
404-402-3193
J************@******O
(Full email address available in API data)
Industry Affiliates
FINANCIAL SOLUTIONS, INC. | Other investment adviser, including financial planners |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
GOULD, GARY, WAYNE | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER | 12/1985 | > 75% |