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RETIREMENT CONSULTING GROUP, INC.

LAKE OSWEGO, OR · CRD 311184 · IAPD ↗ · retirementconsulting.com · 503-225-1700

$457.0MRegulatory AUM
1Advisory reps
4Employees
13Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2024 — RETIREMENT CONSULTING GROUP, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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