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CIC, LLC
CRD 311969 · SEC 801-120119
606 BALD EAGLE DRIVE, SUITE 608, MARCO ISLAND, FL, 34145, United States
Phone
(212) 359-0959
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$299.8M
Discretionary AUM
$299.8M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 1 | $299.8M |
States served
FL
Official SEC filing: View on IAPD