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Financial Advisor
Oregon
Lake Oswego
RETIREMENT CONSULTING GROUP, INC.

RETIREMENT CONSULTING GROUP, INC.

Tel: 503-225-1700 5 Centerpointe Drive Suite 400 Lake Oswego, Oregon 97035

About RETIREMENT CONSULTING GROUP, INC.

RETIREMENT CONSULTING GROUP, INC. is a Lake Oswego, Oregon based financial advisory firm with nearly $367,084,480 in assets under management and provides investment advisory services for 195 clients. There are currently 4 financial advisors at the firm.

General Information
Firm CRD#:

311184

Firm SEC#:

801-119724

Assets Under Management:

$367,084,480

No. of Clients:

195

No. of Advisors:

4

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees

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