CIG ASSET MANAGEMENT, INC.
Firm details
- Headquarters
- SOUTHFIELD, Michigan
- CRD number
- 123609
- Registered since
- May 2, 2006
- Website
- www.cigcapitaladvisors.com
- 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
FINTRXOverview
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
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 Equities65%
- Public Funds/Mutual Funds32%
- Private Funds2%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1OSMAN MINKARA
Founder & CEOCRD 2426151
Contacts
3 of 3NICKOLAS ROEDER
Vice PresidentCRD 6183264
Robert Bolden
Financial PlannerCRD 6557762
KENNETH CHAPUT
Head of Operations and ComplianceCRD 2504848
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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