Donald
Stanforth
Investment Consulting Group Inc
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About this Advisor
Donald Stanforth is a financial advisor based in Davenport, Iowa, working with Investment Consulting Group Inc. Donald has previously held positions at Investment Consulting Group, Inc and Lasalle St Securities. Donald has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Illinois, Iowa, and Texas. Currently, Donald is part of Investment Consulting Group Inc, which operates out of Davenport, Iowa. The firm has 2 employees and manages assets totaling $2.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Investment Consulting Group Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Investment Consulting Group Inc Brokerage Details
$2,378,969,762
2
491
$4,845,152
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Donald Stanforth Work History
Lasalle St Securities
Investment Consulting Group, Inc
Disclosures
Please visit the SEC profile of Donald Stanforth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Investment Consulting Group Inc
Davenport, IA
Davenport, IA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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