← Back to search
INVESTMENT CONSULTANTS LLC
CRD 314810 · SEC 801-121405
IL, United States
Phone
847-492-9559
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$122.7M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)DC PERFORMANCE MONITORING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $235K |
| High net worth individuals | 7 | $11.5M |
| Pension/profit sharing plans | 1 | $94.9M |
States served
IL
Official SEC filing: View on IAPD