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INVESTMENT CONSULTING GROUP INC

DAVENPORT, IA · CRD 106967 · IAPD ↗ · investmentconsultinggroupinc.com · 563-322-2322

$2.84BRegulatory AUM
3Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
September 2026 — INVESTMENT CONSULTING GROUP INC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
September 2026 — INVESTMENT CONSULTING GROUP INC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
69
April 2026 — INVESTMENT CONSULTING GROUP INC reports 101-250 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2025 — INVESTMENT CONSULTING GROUP INC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
80
April 2024 — INVESTMENT CONSULTING GROUP INC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.