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CI GLOBAL INVESTMENTS INC.
1111 Broadway
Suite 300
Oakland, California 94607
Tel: 416-364-1145
About CI GLOBAL INVESTMENTS INC.
CI GLOBAL INVESTMENTS INC, formally registered with the SEC as CI GLOBAL INVESTMENTS INC. The firm was established in 07/01/2011. They have over 2 offices throughout the country.
CI GLOBAL INVESTMENTS INC. is a Oakland, California based Financial Planning firm with nearly $10,894,079,248 assets under management, offering retirement planning & investment advisory services to 24 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156752 |
| SEC# | 801-72494 |
| Assets Managed by Firm | $10,894,079,248 |
| No. of Clients | 24 |
| No. of Advisors | 2 |
Fee Structure
- Other (APPROXIMATELY 110% OF THE ADVISOR'S EXPENSES)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 24 | $10,894,079,248 |
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