CIC Wealth is an investment advisor in Rockville with $749.85 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
822881062
SEC advisor number
801-111990
FINRA CRD number
290198
AUM ?
$658.82 mm
(as of 15 Mar 24)
Accounts
2,144
(as of 15 Mar 24)
Employees
16
(11 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23