RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Oregon
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
AGUAYO, ERICK, ALEXANDERICHIEF COMPLIANCE OFFICERNA
HATT, ASHLEY, MICHELLEICHIEF COMPLIANCE OFFICERNA
PAYNE, CHRISTOPHER, LEEICHIEF COMPLIANCE OFFICERNA Control
PAYNE, CHRISTOPHER, LEEICHIEF COMPLIANCE OFFICERNA Control
PAYNE, CHRISTOPHER, LEEICHIEF COMPLIANCE OFFICERNA Control
PAYNE, CHRISTOPHER, LEEICHIEF COMPLIANCE OFFICERNA Control
PAYNE, CHRISTOPHER, LEEICHIEF COMPLIANCE OFFICERNA
PAYNE, CHRISTOPHER, LEEICHIEF COMPLIANCE OFFICERNA Control
POHL, BRETT, WILLIAMICHIEF COMPLIANCE OFFICERNA
POHL, BRETT, WILLIAMICHIEF COMPLIANCE OFFICERNA
UPTON, JOHN, HAROLDIPRESIDENT AND CCOE Control
UPTON, JOHN, HAROLDIPRESIDENTE Control
UPTON, JOHN, HAROLDIPRESIDENTE Control
UPTON, JOHN, HAROLDIPRESIDENTE Control
UPTON, JOHN, HAROLDIPRESIDENTE Control
UPTON, JOHN, HAROLDIPRESIDENTE Control
UPTON, JOHN, HAROLDIPRESIDENTE Control
UPTON, JOHN, HAROLDIPRESIDENTE Control
UPTON, JOHN, HAROLDIPRESIDENTE Control
UPTON, JOHN, HAROLDIPRESIDENTE Control
UPTON, JOHN, HAROLDIPRESIDENTE Control

Registrations

Federal

IA
Mar 27, 2025 REGISTERED

Notice Filings (5)

ID OR TX UT WA

Address

5 CENTERPOINTE DRIVE
SUITE 400
LAKE OSWEGO, OR 97035
United States
Phone: 503-225-1700