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Andrew Brian Goodman

CIC WEALTH, LLC·ROCKVILLE, Maryland
Unclaimed Profile
1101 WOOTTON PARKWAY, ROCKVILLE, MD 20852CRD# 2768789Firm CRD# 290198
01

About

Andrew Brian Goodman is a registered financial advisor based in ROCKVILLE, Maryland, affiliated with CIC WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CIC WEALTH, LLC
CIC WEALTH, LLC
AUM
$659M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at CIC WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2768789
Firm CRD# 290198
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew Brian Goodman offer?
Andrew Brian Goodman specializes in Financial Planning, Investment Management. Contact their office in ROCKVILLE, Maryland for a consultation.
What are Andrew Brian Goodman's credentials?
Andrew Brian Goodman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Brian Goodman located?
Andrew Brian Goodman is based in ROCKVILLE, Maryland, working with CIC WEALTH, LLC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.
How does Andrew Brian Goodman charge for services?
Andrew Brian Goodman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CIC WEALTH, LLC?
CIC WEALTH, LLC has approximately 16 employees and manages $659M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)HUNT VALLEY (94)TOWSON (88)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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