Rowe Consulting Group, LLC

Overview

Rowe Consulting Group, LLC is a small, client-focused advisory firm that concentrates on portfolio management for individuals and small businesses, with additional work in pension consulting. The firm structures fees as a mix of percentage-of-AUM, hourly charges and fixed fees, which supports flexible engagements from ongoing wealth management to discrete consulting projects. Investment activity tilts toward public equities — delivered through exchange-traded vehicles and separately managed accounts — while the firm also incorporates third-party alternative managers to broaden sources of return and income. Rowe Consulting Group does not position itself as an ESG-driven allocator and currently operates with a client base concentrated in individual and family relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices