Overview
Assets Under Management: $378 million
Headquarters: COLORADO SPRINGS, CO
High-Net-Worth Clients: 4
Average Client Assets: $48 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.87
Average High-Net-Worth Client Assets: $48 million
Total Client Accounts: 974
Discretionary Accounts: 949
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 35844
Filing ID: 1993701
Last Filing Date: 2025-05-28 13:46:00
Website: https://ciginc.net