Overview
Assets Under Management: $737 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 175
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 175
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.63
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 971
Discretionary Accounts: 957
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 147165
Last Filing Date: 2025-01-07 00:00:00
Website: https://cipinvest.com