FIRST CITIZENS ASSET MANAGEMENT, INC

8540 Colonnade Center Drive
Raleigh, North Carolina 27615
Tel: 800-229-0205

About FIRST CITIZENS ASSET MANAGEMENT, INC

FIRST CITIZENS ASSET MANAGEMENT, INC, formally registered with the SEC as FIRST CITIZENS ASSET MANAGEMENT, INC. The firm was established in 06/19/2014. They have over 26 offices throughout the country.

FIRST CITIZENS ASSET MANAGEMENT, INC is a Raleigh, North Carolina based Financial Planning firm with nearly $522,986,899 assets under management, offering retirement planning & investment advisory services to 1799 clients. The firm is staffed with 52 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140777
SEC#	801-79917
Assets Managed by Firm	$522,986,899
No. of Clients	1799
No. of Advisors	52

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1799	$522,986,899
Individuals (other than high net worth individuals)	1786	$467,407,363
High net worth individuals	2	$2,744,770
Pension and profit sharing plans	Fewer than 5 clients	$358
Charitable organizations	2	$616,697
Corporations or other businesses	1	$57,496

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