Investment Consulting Group of Birmingham Michigan

  • Financial Services
  • Birmingham MI
  • 11 employees
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Company Overview

Headquarters
500 S Old Woodward Ave, Birmingham MI
Website
theicg.com
Employees
11
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Investment Consulting Group of Birmingham Michigan

Investment Consulting Group of Birmingham, Michigan is a financial services firm located in Birmingham, Michigan. With 11 employees and an annual revenue of $2.5 million, the company offers tailored financial solutions for individuals, families, and businesses. The Investment Consulting Group specializes in wealth management planning (WMP), which they describe as a synergy of investment management, advanced investment planning, and relationship management. Their services include retirement goal setting and planning, scenario analysis, tax efficiency strategies, cash flow management, risk assessment, estate and legacy planning, and assistance with business sales and purchases. The firm leverages innovative WMP software to provide a comprehensive view of clients' financial affairs, integrating various elements to create a personalized plan. They believe a well-structured plan is essential for achieving long-term financial success. To learn more about the Investment Consulting Group, visit their website at theicg.com or connect with them on LinkedIn. Securities are offered through Osaic Wealth, Inc., a member of FINRA/SIPC.

Company Leadership

Jason Franklin

Managing Partner

Phone Email

Investment Consulting Group of Birmingham Michigan Industry Tags

Financial Services
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FAQ

What is the location of Investment Consulting Group of Birmingham Michigan's headquarters?
The headquarters of Investment Consulting Group of Birmingham Michigan are situated at 500 S Old Woodward Ave, Birmingham MI
What is Investment Consulting Group of Birmingham Michigan's official website?
The official website of Investment Consulting Group of Birmingham Michigan can be found at theicg.com.
What is Investment Consulting Group of Birmingham Michigan's current revenue?
As of February 2023, Investment Consulting Group of Birmingham Michigan's annual revenue reached $3B.
How many employees does Investment Consulting Group of Birmingham Michigan currently have?
Investment Consulting Group of Birmingham Michigan employs approximately 11+ people as of February 2023
Which industries is Investment Consulting Group of Birmingham Michigan primarily operating in?
Investment Consulting Group of Birmingham Michigan operates in the following industries: Credit, Finance
Who is the Managing Partner of Investment Consulting Group of Birmingham Michigan?
Investment Consulting Group of Birmingham Michigan's Managing Partner is Jason Franklin
What are Investment Consulting Group of Birmingham Michigan's industry tags?
Investment Consulting Group of Birmingham Michigan's industry tags include: Financial Services

Employee Directory

Key Employees

Christopher DeWolfe

Managing Partner

Phone Email

Clayton Franklin

Financial Advisor

Phone Email

Spencer Schmale

Vice President

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