$31.4M Total AUM
$31.1M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
17 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-11-2009
- Office Locations
- 1
Office Locations
1555 Post Road East Suite 206 Westport CT
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.
Team overview
60 AVG AGE
$31.4M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
17.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
No owner records available.
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PASQUALE JOSEPH SACCHETTA
President
- CRD
- #1264356
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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