Advisory Consulting Group LLC (Alameda)

Name: Advisory Consulting Group LLC
Address: 2239 Harbor Bay Parkway, Alameda, CA, 94502
Telephone: 510-239-4200

Advisory Consulting Group LLC is a pension cosultant based in Alameda. It manages $18.72 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California and Colorado.

Advisory Consulting Group provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Advisory Consulting Group: assets under management

The assets under management (AUM) of Advisory Consulting Group LLC is $18.72 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $18.72 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $18.72 million each.

Investments

The firm invests in investment and business development companies the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Advisory Consulting Group LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Advisory Consulting Group serves?

The only and largest group of clients of Advisory Consulting Group is pension and profit sharing plans with 25 clients and $18.72 million of assets under management. Among the 3 most similar advisory firms, Advisory Consulting Group has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $18.72 million for 25 clients. None of the firm’s clients are foreign persons or businesses.

Advisory Consulting Group doesn't advise any private funds.

Careers at Advisory Consulting Group LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Walton Stebbins	Principal	1 Nov 2006	50% - 75%	2828277
Michael Ray Walker	Principal	1 Nov 2006	50% - 75%	5257587
Inc. Pension Specialists	Owner	1 Nov 2006	75% - 100%	68-0071806
Inc Verisight	Member	1 Nov 2006	75% - 100%	27-2037969
Strategies Capital Management	Member	1 Jul 2017	Other	114035
Thomas Amedio Gonnella	Cco	1 Sep 2017	Other	4129918

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Michael Walker	Owner	1 Nov 2006	50% - 75%	5257587
Psi Stock Ownership Plan	Stock plan	1 Nov 2006	Other	0000
George Karfunkel	Owner	1 Apr 2010	75% - 100%	264363
George (Nmn) Karfunkel	Owner	1 Apr 2010	75% - 100%	264363

Based in Alameda

The principal office where Advisory Consulting Group LLC performs its advisory services is located at 2239 Harbor Bay Parkway, Alameda, CA 94502, which is also the mailing address of the firm. An additional office of the firm is in Denver, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 510-239-4200 or by fax 510-217-8504. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at advisorycg.com.