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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-31-1991
- Office Locations
- 1
Office Locations
About Investment Consulting Group INC
Investment Consulting Group Inc is a Davenport, IA advisory firm serving retail and institutional clients. It provides asset allocation and cost-containment consulting, with a retirement-plan emphasis, and publishes Timely Topics and 401(k) Quarterly Update newsletters on macro trends. Investment exposures center on public funds and ETFs alongside fixed income, with custody relationships including Schwab and Vanguard.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DONALD RAY STANFORTH
President
- CRD
- #702426
- Ownership
- 75% or more
ROSS CURRAN STANFORTH
Chief Compliance Officer, DIRECTOR, Vice President
- CRD
- #5119305
- Ownership
- 5% but less than 10%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,840,654,290 | $5,636,219 |
| Total | $2,840,654,290 | $5,636,219 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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