# Investment Consultants

Investment Consultants is a Bank / Wealth / Trust based in Evanston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Evanston, United States
- **Region:** North America
- **Address:** Evanston, IL, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/investment-consultants

## Regulatory record

- **CRD number:** 122718
- **SEC file number:** 801-122373
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/122718

## About

Investment Consultants is an SEC-registered investment adviser in Las Vegas, NV, registered since 2021. The firm manages $440 million in regulatory assets, $142 million on a discretionary basis. It has 2 employees and 2 investment advisers.

## Questions

### Does the firm commit to private equity or venture capital funds?

There is no public record of Investment Consultants participating in private equity, venture capital, or direct private company investments. The firm's registered investment advisor structure and lack of promotional disclosures about alternative assets suggest its portfolio construction is centered on publicly traded securities — equities, bonds, mutual funds, and ETFs.

### What is Investment Consultants' fiduciary obligation to its clients?

As a registered investment advisor, Investment Consultants is bound by the Investment Advisers Act of 1940 to act as a fiduciary for its clients. This means the firm must provide advice that is in its clients' best interests, disclose all material conflicts of interest, and seek best execution on securities transactions. This standard is higher than the suitability standard that governs broker-dealers.

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Last updated: 2026-06-03T20:00:00.000Z

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