CIC WEALTH, LLC

ROCKVILLE, Maryland·4 registered advisors·CRD# 290198
SEC# 801-1119901301.816.4683
01

Firm Overview

AUM
$659M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CIC WEALTH, LLC

4 registered advisors
Andrew Brian Goodman
ROCKVILLE, Maryland
Frank Chris Cappadora
ROCKVILLE, Maryland
Michael Brett Fein
ROCKVILLE, Maryland
Ryan Bruce Wibberley
ROCKVILLE, Maryland
05

Office Locations

ROCKVILLE, Maryland
4 advisors

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Data sourced from SEC Form ADV filings. CIC WEALTH, LLC (CRD# 290198) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.