Investment Consulting Services, LLC
● SEC registered since 2002CRD 122064SEC# 801-61387Lombard, IL
Reg. AUM
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Employees
3
Accounts
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Location
Lombard, IL
About Investment Consulting Services
Investment Consulting Services provides customized institutional investment advice for employee benefit plans as a 100% employee-owned fiduciary consultant. It stresses independence without broker-dealer affiliations or indirect compensation, and tailored programs built from the ground up or improved in place.
Summary based on the firm’s website.
Investment Consulting Services, LLC assets under management
Investment Consulting Services, LLC is an SEC-registered investment adviser based in Lombard, IL. The firm has been registered since 2002. It employs 3 people.
Investment Consulting Services, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Cervantes Control | Partner | 50-75% | 2021 |
| Jason M Uthe Control | Chief Compliance Officer/Partner | 50-75% | 2021 |
Frequently asked questions
How many employees does Investment Consulting Services, LLC have?
Investment Consulting Services, LLC reports 3 employees.
Where is Investment Consulting Services, LLC located?
Investment Consulting Services, LLC is based in Lombard, IL and has been SEC-registered since 2002.
Does Investment Consulting Services, LLC disclose fund performance?
Investment Consulting Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 E. 22nd Street, Suite L100, Lombard, IL 60148 |
| Phone | 630-928-1052 |
| Office hours | 7:00 a.m.-4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 77%
More than 23% of 16,804 advisers