Overview
Assets Under Management: $659 million
Headquarters: ROCKVILLE, MD
High-Net-Worth Clients: 193
Average Client Assets: $1.9 million
Frequently Asked Questions
CIC WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290198), CIC WEALTH, LLC is subject to fiduciary duty under federal law.
CIC WEALTH, LLC is headquartered in ROCKVILLE, MD.
CIC WEALTH, LLC serves 193 high-net-worth clients according to their SEC filing dated March 15, 2024. View client details ↓
According to their SEC Form ADV, CIC WEALTH, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
CIC WEALTH, LLC manages $659 million in client assets according to their SEC filing dated March 15, 2024.
According to their SEC Form ADV, CIC WEALTH, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 193
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.53%
Average Client Assets: $1.9 million
Total Client Accounts: 2,144
Discretionary Accounts: 2,080
Non-Discretionary Accounts: 64
Regulatory Filings
CRD Number: 290198
Filing ID: 1828780
Last Filing Date: 2024-03-15 11:59:00