CIG Asset Management

RIAState Registered
Total AUM
$1.2M
Discretionary
$1.2M
100% of AUM
Avg account
$600K
Accounts
2
Employees
1
Advisory reps
3

Firm details

Headquarters
Lansing, Michigan
CRD number
319466
Registered since
November 1, 2022
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Corporations / Businesses100%
Services
Financial PlanningPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

CIG Asset Management is a Michigan-based limited liability company owned by an individual and focused on institutional clients. The firm provides portfolio management for businesses and institutions alongside financial planning services. Fee arrangements include percentage-of-AUM billing, fixed fees, and performance-based fees. CIG indicates an active ESG investment approach and acts as a sponsor of limited partnerships (excluding pooled investment vehicles). It does not operate as a capital allocator and maintains a small, concentrated client base.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Owners & executives

2 of 2
  • Jon Solitro

    Jon Solitro

    CEOCRD 6258138

  • Thomas Hlohinec

    Thomas Hlohinec

    Founder & CEOCRD 6059536

Contacts

1 of 1
  • Charles Carey

    Charles Carey

    Co-FounderCRD 7546104

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lansing, MI

Ingham

Location

Lansing, MI

Headquartered in Lansing, MI, in the Midwest of the United States.

Region
Midwest
County
Ingham
Address
2600 S Waverly Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth