CIC Wealth

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CIC Wealth — overview

Assets Under Management

Type

Wealth Manager

Location

Rockville, MD, US

Alternative Asset Classes

-

About

CIC Wealth was a US-based wealth manager. Its services included financial planning, portfolio management, pension consulting services, investment advisory, and retirement planning. It advised individuals, high-net-worth individuals, trusts, estates, businesses, retirement plans, and charitable organizations. As of October 25, 2024, CIC Wealth has announced a partnership with Apollon Wealth Management and will be doing business as Apollon CIC Group.

CIC Wealth - known decision makers (8)

Contact NamePositionLocationEmailTelephoneAsset Class
Director of Advanced PlanningRockville, USGEN
Director of Financial PlanningRockville, USGEN
Executive Vice President, Financial AdvisorRockville, USGEN
Financial AdvisorRockville, USGEN
Financial AdvisorRockville, USGEN

Showing 5 of 8 known decision makers CIC Wealth

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