Investment Consulting Group of Birmingham Michigan
Financial Services • 
Birmingham, Michigan, United States • 1-10 Employees
Company overview
| Headquarters | 500 S Old Woodward Ave, Birmingham, Michigan 48009, US |
| Phone number | +12482738200 |
| Website | |
| NAICS | 52 |
| Keywords | Investment Management, Investments, Wealth Management, Financial Planning, Tax Planning Strategies, Estate Planning Strategies, Wealth Planning, Social Security, Employee Stock Ownership Plans (Esops), Small Business Planning, Profit Sharing Plans, Cash Balance Plans, Roth Ira Conversions, Defined Benefit Plan, Pension Plan Analysis, Direct Indexing |
| Founded | 1999 |
| Employees | 1-10 |
| Socials |
Key Contact at Investment Consulting Group of Birmingham Michigan
Spencer Schmale
Vice President
Investment Consulting Group of Birmingham Michigan Email Formats
Investment Consulting Group of Birmingham Michigan uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@theicg.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@theicg.com | 66.7% |
{first name}{last name} | johndoe@theicg.com | 25% |
{last name}{last name} | doedoe@theicg.com | 8.3% |
About Investment Consulting Group of Birmingham Michigan
Welcome to the Investment Consulting Group (ICG). Follow us on our LinkedIn page to stay updated on the latest insights, trends, and innovations in the world of finance and wealth management. Whether you're an individual seeking personalized financial guidance or a business aiming to optimize your financial strategies, the Investment Consulting Group is your dedicated partner on the journey to financial empowerment and prosperity. We specialize in providing tailored financial solutions that empower individuals, families, and businesses to navigate the complexities of wealth management with confidence and clarity. Our unwavering commitment to excellence is exemplified by our team of seasoned professionals. We believe that successful wealth management is rooted in a comprehensive approach. We redefine Wealth Management as a synergy of Investment Management, Advanced Investment Planning, and Relationship Management. Wealth management planning (WMP) stands as the cornerstone of our comprehensive financial approach. We understand that a well-structured plan is essential for achieving long-term financial success. At the heart of this process is innovative WMP software, which serves as a powerful centerpiece for client-focused strategies. This cutting-edge technology enables us to provide a holistic view of his clients' financial affairs, seamlessly integrating various elements such as: Retirement Goal Setting, Planning, Scenario Analysis Tax Efficiency Cash Flow Management Risk Assessment Estate & Legacy Planning Sale/Purchase of a business By placing wealth management planning at the forefront of our approach, the ICG empowers their clients to navigate the complexities of the financial landscape with confidence and clarity. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Investment Consulting Group of Birmingham Michigan revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Investment Consulting Group of Birmingham Michigan has 5 employees across 2 departments.
Departments
Number of employees
Funding Data
Investment Consulting Group of Birmingham Michigan has never raised funding before.
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