Unclaimed Profile

Lisa Anne Curran Stanforth

INVESTMENT CONSULTING GROUP INC·DAVENPORT, Iowa

Clean recordINVESTMENT CONSULTING GROUP INC

5117 JERSEY RIDGE ROAD, DAVENPORT, IA 52807CRD# 6039381Firm CRD# 106967

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lisa Anne Curran Stanforth · DAVENPORT, IA

Registration

CRD #6039381 · INVESTMENT CONSULTING GROUP INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lisa Anne Curran Stanforth is a registered financial advisor based in DAVENPORT, Iowa, affiliated with INVESTMENT CONSULTING GROUP INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

INVESTMENT CONSULTING GROUP INC

AUM

$2.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at INVESTMENT CONSULTING GROUP INC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6039381

Firm CRD# 106967

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lisa Anne Curran Stanforth offer?

Lisa Anne Curran Stanforth specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in DAVENPORT, Iowa for a consultation.

What are Lisa Anne Curran Stanforth's credentials?

Lisa Anne Curran Stanforth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lisa Anne Curran Stanforth located?

Lisa Anne Curran Stanforth is based in DAVENPORT, Iowa, working with INVESTMENT CONSULTING GROUP INC. Their office serves clients in the DAVENPORT metropolitan area and surrounding communities.

How does Lisa Anne Curran Stanforth charge for services?

Lisa Anne Curran Stanforth's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INVESTMENT CONSULTING GROUP INC?

INVESTMENT CONSULTING GROUP INC has approximately 2 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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