|
⚲
|
| FCIG Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 329906 |
| SEC # | 801-129706 |
| CIK # | |
| AUM | $282.5 M (2026-06-23) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 877-420-5234 |
| Address | 94 Norwich Road Plainfield, CT 06374 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 378 | 90.1 |
| (b) Individuals (high net worth individuals) | 69 | 158.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 30.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 2.7 |
| Total | 1,058 | 282.5 |
| By Discretionary | ||
| Discretionary | 1,058 | 282.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,058 | 282.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 282.5 | |
| Total | 1,058 | 282.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
POM Investment Strategies LLC
✚
|
NC | 0.3 |
|
Vergepointe Wealth Management LLC
✚
|
OR | 0.3 |
|
Chris Bulman Inc
✚
|
CA | 0.3 |
|
Cooper Capital Advisors LLC
✚
|
CA | 0.3 |
|
EJMK Ventures LLC
✚
|
IL | 0.3 |
|
Hoertkorn Richard Charles
✚
|
CA | 0.3 |
|
Stolz & Associates PS
✚
|
WA | 0.3 |
|
Caruso McLean & Co Inc
✚
|
NY | 0.3 |
|
Banyan Capital Management Inc
✚
|
GA | 0.3 |
|
Copperleaf Capital LLC
✚
|
SC | 0.3 |