Overview
Assets Under Management: $249 million
Headquarters: MOKENA, IL
High-Net-Worth Clients: 26
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.04
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,760
Discretionary Accounts: 1,760
Regulatory Filings
CRD Number: 142810
Filing ID: 1964432
Last Filing Date: 2025-03-24 17:34:00
Website: https://ciag.us