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Last updated: December 6th, 2019. Data source: SEC filings.
CIC Wealth, federally registered in 2017, is a Registered Investment Advisor (RIA) in 18 state(s) with a licensed staff of 11 advisors. CIC Wealth manages $402.2 million and provides investment advisory services for 556 clients (1:51 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||1|
|Percentage of Advisors Trusted||57%|
|Average Client Balance||$723,421|
|Total AUM||$402.2 million|
|Advisor / Client Ratio||1:51|
|SEC Filings||Forms and Brochures (CRD # 290198)|
|State(s) Registered||AL, AZ, CA, CT, DE, DC, FL, IL, LA, MD, NE, NJ, NY, NC, PA, SC, TX, VA, WV|