Adviser Record

Investment Consulting Services, LLC

Registered investment adviser · Lombard, IL · CRD #122064

Form ADV data as of 2026-09-01
Regulatory assets
$0
Total accounts
0
Employees
3
Disclosure events
0

Firm details

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management servicesYes
Discretionary regulatory assets under management$0
Non-discretionary regulatory assets under management$0
Total regulatory assets under management$0
Discretionary accounts0
Non-discretionary accounts0
Total accounts0
Regulatory assets under management attributable to non-U.S. persons$0

People

Total employees (excluding clerical)3
Employees performing investment advisory functions (including research)3
Employees who are registered representatives of a broker-dealer0
Employees registered as investment adviser representatives with a state3
Employees registered as IARs for another investment adviser0
Employees who are licensed insurance agents0
Firms or persons who solicit advisory clients on the firm's behalf0

Custody

Has custody of client cash or bank accountsNo
Has custody of client securitiesNo
A related person has custody of client cash or bank accountsNo
A related person has custody of client securitiesNo
The firm acts as a qualified custodianNo
A related person acts as a qualified custodianNo

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)

Advisory services offered

Portfolio management for individuals and/or small businessesPension consulting servicesOther

Client types

Type of clientClientsAssets
High net worth individuals6Not reported
Pension and profit sharing plans (not the participants or government plans)30Not reported
Charitable organizations1Not reported
Other36Not reported