Fcig Wealth Management, LLC
Firm details
- Headquarters
- Plainfield, Connecticut
- CRD number
- 329906
- Registered since
- March 19, 2024
- Custodians
- ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI56.22%
- Individuals31.89%
- Pension & Profit Sharing Plans10.92%
- Other0.97%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Fcig Wealth Management, LLC is an independent, owner-operated registered investment adviser that describes itself as a capital allocator serving both individual/family and institutional clients. The firm, organized as an LLC, registered with the SEC in 2024 and offers financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee model combines a percentage-of-AUM component with fixed fees. The firm reports it is not an active ESG investor and notes industry affiliations with an accounting firm and an insurance company.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds58%
- Exchange Traded Equities23%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds4%
- State & Local Bonds3%
Contacts
3 of 6
Daniel Massucci
Managing PartnerCRD 4666155
William Gilmore
PrincipalCRD 4686895
Ryan Bouchard
ManagerCRD 5150809
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plainfield, CT
Windham
Location
Plainfield, CT
Headquartered in Plainfield, CT, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Windham
- Address
- 94 Norwich Rd
- Time zone
- ET (UTC-5)
- Office locations
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