CIC, LLC
Firm details
- Headquarters
- MARCO ISLAND, Florida
- CRD number
- 311969
- Registered since
- January 8, 2021
- Custodians
- OPPENHEIMER & CO. INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Portfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Cic, LLC is a limited liability company registered with the SEC in 2021 that provides advisory services to institutional clients. The firm focuses on portfolio management for businesses and institutions and provides pension consulting. Its fee arrangements include assets-under-management fees and fixed-fee arrangements. Cic, LLC does not identify as an active ESG investor, is not structured as a multi-state adviser, and is not designated as a capital allocator in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Private Funds24%
- Cash & Cash Equivalents5%
- Other3%
Owners & executives
2 of 2THOMAS DEEGAN
Chief Executive OfficerCRD 6379485
WALTER GILMORE
Chief Compliance OfficerCRD 1996728
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MARCO ISLAND, FL
COLLIER
Location
MARCO ISLAND, FL
Headquartered in MARCO ISLAND, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- COLLIER
- Address
- 606 Bald Eagle Dr
- Time zone
- ET (UTC-5)
- Office locations
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