Corporate Consulting Group, Inc.

RIASEC RegisteredEst. 2004

Total AUM

$241M

Discretionary

$54.3M

23% of AUM

Avg account

$14.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Tulsa, Oklahoma
CRD number: 123761
Registered since: May 20, 2004
Fee structure: Hourly Charges, Fixed Fees
Client types: HNWI43.47%
Pension & Profit Sharing Plans31.99%
Charitable Organizations15.81%
State / Municipal Government8.73%
Services: Pension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Corporate Consulting Group, Inc. is organized as a corporation and operates as an institutional registered investment adviser. The firm is registered with the SEC and has been since 2004. It describes itself as a capital allocator and focuses on advisory work that includes pension consulting services and the selection of other advisers. Fee arrangements are billed on an hourly or fixed-fee basis rather than a percentage-of-assets schedule. The firm does not identify as an active ESG investor and is not characterized as a multistate or newly formed adviser in its filing.