CIC, LLC

606 Bald Eagle Drive, Suite 608
Marco Island, Florida 34145
Tel: (212) 359-0959

About CIC, LLC

CIC, LLC, formally registered with the SEC as CIC, LLC. The firm was established in 01/08/2021. They have over 1 offices throughout the country.

CIC, LLC is a Marco Island, Florida based Financial Planning firm with nearly $275,898,957 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311969
SEC#	801-120119
Assets Managed by Firm	$275,898,957
No. of Clients	14
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	14	$275,898,957
Pension and profit sharing plans	1	$275,898,957

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