C
CRD: 125459
CIC Investment Consultants, LLC
$51.9M Total AUM
$51.9M Disc. AUM
-- 3Y CAGR
2 Employees
79 ADV. Clients
23 yrs Firm Age
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- Custodian
- Altruist · Merrill Lynch · Pershing
- Clients
- Retail and Institutional
- Platforms
- Zenith insight
- Established Date
- 05-23-2003
- Office Locations
- 1
Office Locations
7420 S. County Line Road, Ste. 1 Burr Ridge IL
About CIC Investment Consultants, LLC
CIC Investment Consultants, LLC provides independent investment consulting and advisory services for both institutional and individual investors. Work includes investment policy and strategic/active asset allocation, custom liability modeling, manager search and selection, and ongoing performance monitoring/attribution. For individuals, the firm delivers investment management plus financial and retirement planning, with portfolios primarily implemented using ETFs.
Team overview
-- AVG AGE
$51.9M AVG AUM / ADVISOR
$657.0K AVG AUM / CLIENT
23.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
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Asset Classes
Meridian Crest atlas Momentum Frontier meridian Optima signal Beacon Matrix Legacy focus
Client Personas
Glacier ember
Investment Themes
Signal Prime Atlas harbor
Investment Vehicles
Foundation
Services
Focus Glacier Value Wave Ridge Vital
Technology
Horizon eagle
Owner & Executives
J
JAMES KREBEC
--
- CRD
- #1500820
- Ownership
- 75% or more
(810) 548-1307
meridian.vertex@radialcapital.com
in linkedin.com/in/value-frontier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,900,000 | $307,377 |
| Non-Discretionary | $0 | -- |
| Total | $51,900,000 | $307,377 |
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Separately Managed Accounts
Total SMA Asset: $51,900,000
Equity - Exchange:
29.0% Equity - OTC:
54.4% Cash:
16.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,620,210,239 | 29.0% |
| Equity - OTC | $3,039,290,930 | 54.4% |
| Cash | $927,430,688 | 16.6% |
| Total | $5,586,931,857 | 100.0% |