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CIC WEALTH, LLC
ROCKVILLE, MD
301.816.4683
SEC #801-111990Total AUM
$658.8M
Employees
16Clients
838Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1101 WOOTTON PARKWAY
SUITE 980
ROCKVILLE
MD 20852
United States
SUITE 980
ROCKVILLE
MD 20852
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Monday - Friday
Phone
301.816.4683
Other Offices
1
Financials
Total AUM
$658.8M
Accounts
2,144Discretionary
$650.2M
Accounts
2,080Non-Discretionary
$8.6M
Accounts
64
Clients
Individual Clients
637AUM
$273.7M
HNW Individual Clients
193AUM
$365.8M
Pension/Profit Sharing Plan Clients
1AUM
$2.2M
Charitable Organization Clients
1AUM
$7.4M
Corporation or Business Clients
6AUM
$9.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALAZCACTDCDEFLGAILINLAMAMDNCNJNYOHPASCTXVAWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.