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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-11-2009
- Office Locations
- 1
Office Locations
About Cfig Investment Advisory Services, LLC
Cfig Investment Advisory Services, LLC is a Westport-based RIA. The firm has been operating for 17 years. Managing $31.4M in total assets under management, with 1 advisory representatives.
Reported data analysis
What the numbers show
Of the latest reported AUM, 99.2% is discretionary and 0.8% is non-discretionary.
The firm reports 1 advisory representatives and 17 clients, or 17 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
No owner records available.
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Unlock allContacts
PASQUALE JOSEPH SACCHETTA
President
- CRD
- #1264356
Showing 1 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,129,297 | -- |
| Non-Discretionary | $253,402 | -- |
| Total | $31,382,699 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Cfig Investment Advisory Services, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.