RETIREMENT CONSULTING GROUP, INC.
CRD #311184 SEC #801-119724 LAKE OSWEGO, OR 503-225-1700
SEC Registered
Total AUM
$411.1M
Discretionary
$391.9M
Employees
4
Clients
10
Accounts
185
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $411.1M | $391.9M | $19.2M | 4 | 13 |
| Mar 2024 | $367.1M | $350M | $17.1M | 4 | 13 |
| May 2023 | $325.6M | $306.7M | $19M | 3 | 14 |
| Mar 2023 | $325.6M | $306.7M | $19M | 3 | 14 |
| Oct 2022 | $361.9M | $344.4M | $17.5M | 5 | 13 |
| Feb 2022 | $361.9M | $344.4M | $17.5M | 5 | 13 |
| Sep 2021 | $260M | $260M | $0 | 4 | 14 |
| Aug 2021 | $260M | $260M | $0 | 4 | 14 |
| Jul 2021 | $260M | $260M | $0 | 4 | 14 |
| Mar 2021 | $471.2M | $122.1M | $349M | 4 | 1 |
| Oct 2020 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$411.1M
Discretionary$391.9M
Non-Disc.$19.2M
Employees4
Clients13
DateMar 2024
Total AUM$367.1M
Discretionary$350M
Non-Disc.$17.1M
Employees4
Clients13
DateMay 2023
Total AUM$325.6M
Discretionary$306.7M
Non-Disc.$19M
Employees3
Clients14
DateMar 2023
Total AUM$325.6M
Discretionary$306.7M
Non-Disc.$19M
Employees3
Clients14
DateOct 2022
Total AUM$361.9M
Discretionary$344.4M
Non-Disc.$17.5M
Employees5
Clients13
DateFeb 2022
Total AUM$361.9M
Discretionary$344.4M
Non-Disc.$17.5M
Employees5
Clients13
DateSep 2021
Total AUM$260M
Discretionary$260M
Non-Disc.$0
Employees4
Clients14
DateAug 2021
Total AUM$260M
Discretionary$260M
Non-Disc.$0
Employees4
Clients14
DateJul 2021
Total AUM$260M
Discretionary$260M
Non-Disc.$0
Employees4
Clients14
DateMar 2021
Total AUM$471.2M
Discretionary$122.1M
Non-Disc.$349M
Employees4
Clients1
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0