CIC WEALTH
CIC Wealth specializes in financial planning, retirement planning, investment and wealth management services.
CIC WEALTH
Industry:
Financial Services Retirement Wealth Management
Founded:
1999-01-01
Address:
Rockville, Maryland, United States
Country:
United States
Website Url:
http://www.cic-wealth.com
Total Employee:
11+
Status:
Active
Contact:
+1-301-816-4683
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible Google Font API Google Analytics LetsEncrypt Google Tag Manager WordPress Google Universal Analytics Wordpress Plugins Global Site Tag
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Official Site Inspections
http://www.cic-wealth.com
- Host name: 141.193.213.11
- IP address: 141.193.213.11
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
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View CIC Wealth's up-to-date org chart, open roles, and culture details. Find executives, board members, teams, related companies, and more. ... As your wealth management company, we are determined to help you balance all the …See details»
Our Team - CIC Wealth
1101 Wootton Parkway Suite 980 Rockville, Maryland 20852. 10451 Mill Run Circle Suite 1000 Owings Mills, MD 21117See details»
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Mar 26, 2018 CIC Wealth offers a comprehensive and objective high-quality corporate executive financial counseling program that will produce positive results fo r your executives and your …See details»
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CIC Wealth | 303 followers on LinkedIn. Live Well Calculated | As your wealth management company, we are determined to help you balance all the pieces of your financial life, from your retirement ...See details»
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CIC Wealth takes a holistic approach to financial planning. We are here to help you design a strategy and educate you about your investments to help you live worry-free now and in the future. Through our transparent approach, our team …See details»
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Oct 24, 2024 CIC Wealth was founded in 1999. Where is CIC Wealth headquartered? CIC Wealth is headquartered in Rockville, MD. What is the size of CIC Wealth? CIC Wealth has 12 …See details»
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Feb 18, 2025 CIC Wealth, registered in 2017, serves 0 state(s) with a licensed staff of 11 advisors. CIC Wealth manages $658.8 million and provides investment advisory services for …See details»
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CIC Wealth, LLC is a fee-only registered investment advisory firm, offering investment advice only to its clients. The firm is headquartered in Rockville, MD and has been in business since 2017. …See details»
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CIC Wealth is based out of Rockville. CIC Wealth is a large advisory firm with 836 clients and discretionary assets under management (AUM) of $650,182,537 (Form ADV from 2024-03 …See details»
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Oct 24, 2024 Apollon Holdings, a Mount Pleasant, S.C.-based wealth management firm with about $8.2 billion in assets under management, has merged in CIC Wealth, a Maryland-based …See details»
CIC Wealth AUM, Funds & Holdings Data - capedge.com
Www.cic-wealth.com. Employees. Incorporated. Maryland. Fiscal year end. Dec 31. SEC CIK. 0001965909. IRS number. 822881062. SEC advisor number. 801-111990. FINRA CRD …See details»
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Cic Wealth, LLC Overview. CIC Wealth, LLC is an investment advisory firm based in Rockville, MD that has been in the business since 2017. As a fee-only firm, clients can trust that the …See details»
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CIC Wealth offers a comprehensive and objective high-quality corporate executive financial counseling program that will produce positive results for your executives and your …See details»
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CIC Wealth empowers people to achieve financial independence, manage the risk of outliving their assets, and leave a legacy. They take a holistic approach to financial planning, offering …See details»
Client Log In - CIC Wealth
1101 Wootton Parkway Suite 980 Rockville, Maryland 20852. 10451 Mill Run Circle Suite 1000 Owings Mills, MD 21117See details»
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CIC Wealth offers a partnership culture and positive firm reputation, with an easy to understand compensation model (with attractive payouts). Advisors have complete ownership of their book …See details»
Contact Us - CIC Wealth
1101 Wootton Parkway Suite 980 Rockville, Maryland 20852 Phone: (301) 816-4683 Fax: 301-250-7614See details»