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Retirement Consulting Group, Inc.

● SEC registered since 2020CRD 311184SEC# 801-119724Lake Oswego, OR
Export (members)
Reg. AUM
$411.1M
Employees
4
Accounts
185
Location
Lake Oswego, OR

Retirement Consulting Group, Inc. assets under management

Retirement Consulting Group, Inc. is an SEC-registered investment adviser based in Lake Oswego, OR. The firm has been registered since 2020. It reports $411.1 million in regulatory assets under management and employs 4 people.
www.retirementconsulting.comView on SEC.gov ↗

Retirement Consulting Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Brett William PohlChief Compliance OfficerUnder 5%2024
John Harold Upton ControlPresidentOver 75%1997

Frequently asked questions

How much does Retirement Consulting Group, Inc. manage?

Retirement Consulting Group, Inc. reports $411.1 million in regulatory assets under management on its Form ADV.

How many employees does Retirement Consulting Group, Inc. have?

Retirement Consulting Group, Inc. reports 4 employees.

Where is Retirement Consulting Group, Inc. located?

Retirement Consulting Group, Inc. is based in Lake Oswego, OR and has been SEC-registered since 2020.

Does Retirement Consulting Group, Inc. disclose fund performance?

Retirement Consulting Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5 Centerpointe Drive, Suite 400, Lake Oswego, OR 97035
Phone503-225-1700
Office hours8:00 a.m. - 4:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$391.9M
Non-discretionary$19.2M
Total (RAUM)$411.1M