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Amir (nmn) Yoffe

CIC PARTNERS MANAGEMENT LLC·DALLAS, Texas
Clean record14 years registeredCIC PARTNERS MANAGEMENT LLC
3879 MAPLE AVENUE, DALLAS, TX 75219CRD# 3091588Firm CRD# 158019

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amir (nmn) Yoffe · DALLAS, TX
Registration
CRD #3091588 · CIC PARTNERS MANAGEMENT LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

CIC PARTNERS MANAGEMENT LLC
Apr 2012 – present
02

Registrations & Exams

Registration record
First registered · April 12, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CIC PARTNERS MANAGEMENT LLC
CRD 158019 · SEC 801-74267
AUM
$585M
Regulatory assets under management
Employees
16
3 client accounts
Services offered by CIC PARTNERS MANAGEMENT LLC
Per Form ADV
Pension consulting
Other
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at CIC PARTNERS MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Amir (nmn) Yoffe offer?
Amir (nmn) Yoffe specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are Amir (nmn) Yoffe's credentials?
Amir (nmn) Yoffe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amir (nmn) Yoffe located?
Amir (nmn) Yoffe is based in DALLAS, Texas, working with CIC PARTNERS MANAGEMENT LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Amir (nmn) Yoffe charge for services?
Amir (nmn) Yoffe's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CIC PARTNERS MANAGEMENT LLC?
CIC PARTNERS MANAGEMENT LLC has approximately 16 employees and manages $585M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CIC PARTNERS MANAGEMENT LLC

Marshall Bryan Payne
DALLAS, TX
Fouad Zouhair Bashour
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Michael Scott Rawlings
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