CIG ASSET MANAGEMENT, INC.

RIASEC RegisteredEst. 2006
Total AUM
$192M
Discretionary
$188M
98% of AUM
Avg account
$410K
Accounts
470
Employees
8
Advisory reps
4

Firm details

Headquarters
SOUTHFIELD, Michigan
CRD number
123609
Registered since
May 2, 2006
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI74.34%
  • Pension & Profit Sharing Plans16.39%
  • Individuals6.78%
  • Pooled Investment Vehicles2.49%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

CIG Asset Management, Inc. is a SEC-registered corporate investment adviser that works with individuals, families and institutional clients. The firm provides financial planning and portfolio management for individuals and small businesses, and also manages pooled investment vehicles. Fee arrangements include percentage-of-assets, fixed fees and performance-based fees. CIG identifies as an active ESG investor and shows a clear preference for equity exposure in client portfolios. On the operational side, the firm is connected to broker-dealer and insurance industry networks and acts in sponsor/GP and managing-member roles for pooled vehicles it organizes. That structure supports both discretionary SMA work and the firm’s role as an adviser to at least one private fund vehicle.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 65%, Public Funds/Mutual Funds 32%, Private Funds 2%, Cash & Cash Equivalents 1%65%
  • Exchange Traded Equities65%
  • Public Funds/Mutual Funds32%
  • Private Funds2%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • OSMAN MINKARA

    Founder & CEOCRD 2426151

Contacts

3 of 3
  • NICKOLAS ROEDER

    Vice PresidentCRD 6183264

  • Robert Bolden

    Financial PlannerCRD 6557762

  • KENNETH CHAPUT

    Head of Operations and ComplianceCRD 2504848

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SOUTHFIELD, MI

OAKLAND

Location

SOUTHFIELD, MI

Headquartered in SOUTHFIELD, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
OAKLAND
Address
1 Towne Sq
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth