Retirement Consulting Group, Inc.

Retirement Consulting Group, Inc. (CRD# 311184) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $367,084,480 in 195 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
5 Centerpointe Drive, Suite 400, Lake Oswego, OR 97035
http://www.retirementconsulting.com
By the Numbers
  • Total Assets Under Management
    367
    MILLION
  • Total Number of Accounts
    195
    ACCOUNTS
  • Average Account Value
    $1,882,485
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID, OR, TX, UT, WA

Financial Advisors at Retirement Consulting Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
John Upton, financial advisor Lake Oswego OR
John H. Upton
CRD#: 1363612
5 Centerpoint Drive, Suite 400, Lake Oswego, OR 97035

John Upton (CRD# 1363612) is an Investment Advisor Representative working at Retirement Consulting Group, Inc. in Lake Oswego, OR and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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