RETIREMENT CONSULTING GROUP, INC.

LAKE OSWEGO, Oregon·1 registered advisor·CRD# 311184
SEC# 801-1197240503-225-1700
01

Firm Overview

AUM
$367M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at RETIREMENT CONSULTING GROUP, INC.

1 registered advisor
John Harold Upton
LAKE OSWEGO, Oregon
05

Office Locations

LAKE OSWEGO, Oregon
1 advisor

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Data sourced from SEC Form ADV filings. RETIREMENT CONSULTING GROUP, INC. (CRD# 311184) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.