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Lisa Anne Curran Stanforth

INVESTMENT CONSULTING GROUP INC·DAVENPORT, Iowa
Unclaimed Profile
5117 JERSEY RIDGE ROAD, DAVENPORT, IA 52807CRD# 6039381Firm CRD# 106967
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
INVESTMENT CONSULTING GROUP INC
INVESTMENT CONSULTING GROUP INC
AUM
$2.4B
Regulatory assets under management
Employees
2
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6039381
Firm CRD# 106967
No disclosures on file
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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Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)CEDAR RAPIDS (109)DUBUQUE (61)FAIRFIELD (31)
City Guides
DES MOINES GuideWEST DES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
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