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KG CONSULTING GROUP, INC.

CRD 175431

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$13.3M

Discretionary AUM

$8.6M

Team

1 total employees; 1 advisory reps; 18 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF ASSETS CAPPED AT $175 PER MONTH

Org form

Corporation

Filing date

2026-04-07

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals13$2.8M
High net worth individuals5$10.5M

Official SEC filing: View on IAPD