Overview

Assets Under Management: $138 million
Headquarters: PLAINFIELD, CT
High-Net-Worth Clients: 23
Average Client Assets: $2.4 million

Frequently Asked Questions

FCIG WEALTH MANAGEMENT, 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 #329906), FCIG WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.

FCIG WEALTH MANAGEMENT, LLC is headquartered in PLAINFIELD, CT.

FCIG WEALTH MANAGEMENT, LLC serves 23 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓

According to their SEC Form ADV, FCIG WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓

FCIG WEALTH MANAGEMENT, LLC manages $138 million in client assets according to their SEC filing dated March 31, 2026.

According to their SEC Form ADV, FCIG WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Clients

Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.34%
Average Client Assets: $2.4 million
Total Client Accounts: 421
Discretionary Accounts: 421

Regulatory Filings

CRD Number: 329906
Filing ID: 2083062
Last Filing Date: 2026-03-31 17:48:01