Retirement Consulting Group, Inc.
● SEC registered since 2020CRD 311184SEC# 801-119724Lake Oswego, OR
Reg. AUM
$457M
Employees
4
Accounts
192
Location
Lake Oswego, OR
Retirement Consulting Group, Inc. assets under management
Retirement Consulting Group, Inc. is an SEC-registered investment adviser based in Lake Oswego, OR. The firm has been registered since 2020. It reports $457 million in regulatory assets under management and employs 4 people.
Retirement Consulting Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett William Pohl | Chief Compliance Officer | Under 5% | 2024 |
| John Harold Upton Control | President | Over 75% | 1997 |
Frequently asked questions
How much does Retirement Consulting Group, Inc. manage?
Retirement Consulting Group, Inc. reports $457 million in regulatory assets under management on its Form ADV.
How many employees does Retirement Consulting Group, Inc. have?
Retirement Consulting Group, Inc. reports 4 employees.
Where is Retirement Consulting Group, Inc. located?
Retirement Consulting Group, Inc. is based in Lake Oswego, OR and has been SEC-registered since 2020.
Does Retirement Consulting Group, Inc. disclose fund performance?
Retirement Consulting Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5 Centerpointe Drive, Suite 400, Lake Oswego, OR 97035 |
| Phone | 503-225-1700 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$457M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$457Mregulatory AUM
Discretionary $442.1MNon-discretionary $14.9M