FINANCIAL CONSULTANTS GROUP INC

Overview

Financial Consultants Group Inc is an independent registered investment adviser organized as a corporation and registered with the SEC in 2022. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The adviser reports it is not a capital allocator, does not identify as an active ESG investor, and does not operate as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices