Overview
Assets Under Management: $1.2 billion
Headquarters: DENVER, CO
High-Net-Worth Clients: 4
Average Client Assets: $51 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.28
Average High-Net-Worth Client Assets: $51 million
Total Client Accounts: 1,156
Discretionary Accounts: 1,141
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 328472
Filing ID: 2008211
Last Filing Date: 2025-08-14 15:30:00
Website: https://cicwealthadvisors.com