Retirement Consulting Group, Inc.
Retirement Consulting Group, Inc. is an SEC-registered ria in Lake Oswego, OR with $457.0M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Retirement Consulting Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311184, SEC 801-119724, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $457.0M (2026-03-11)
- Firm type
- Ria
- Location
- Lake Oswego, OR
- Employees
- 4
- Clients
- 86
- CRD
- 311184
- Ownership
- PAYNE, CHRISTOPHER, LEE; HATT, ASHLEY, MICHELLE; AGUAYO, ERICK, ALEXANDER; UPTON, JOHN, HAROLD; POHL, BRETT, WILLIAM
How much AUM does Retirement Consulting Group, Inc. have?
Retirement Consulting Group, Inc. reported $457.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Retirement Consulting Group, Inc.?
Disclosed owners and executives of Retirement Consulting Group, Inc. include PAYNE, CHRISTOPHER, LEE, HATT, ASHLEY, MICHELLE, AGUAYO, ERICK, ALEXANDER, UPTON, JOHN, HAROLD, POHL, BRETT, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.