CIC Wealth

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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.


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Firm Information

Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 1
Percentage of Advisors Trusted 57%
Minimum Investment $500,000
Average Client Balance $723,421
Total AUM $402.2 million
Advisor / Client Ratio 1:51
Headquarters Rockville, MD
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

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