$8.8M Total AUM
$8.8M Disc. AUM
-- 3Y CAGR
2 Employees
120 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2020
- Office Locations
- 1
Office Locations
900 University Ave. Suite 100 Sacramento CA
About CIF Advisors Inc.
CIF Advisors Inc. is a Sacramento-based RIA. The firm has been operating for 6 years. Managing $8.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$8.8M AVG AUM / ADVISOR
$73.3K AVG AUM / CLIENT
6.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Ember Vector Foundation Legacy Delta beacon
Client Personas
Foundation timber
Investment Themes
Meridian ember
Investment Vehicles
Eagle oak
Services
Atlas Alpha foundation Vertex
Owner & Executives
I
Igor Mokhov
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, Secretary
- CRD
- #7236856
- Ownership
- 50% but less than 75%
(263) 366-6315
radial.horizon@quantumcapital.com
in linkedin.com/in/zenith-meridian
L
Les Collins
Supply Chain Analyst
- CRD
- --
- Ownership
- 10% but less than 25%
(616) 650-7927
optima.frontier@fusioncapital.com
in linkedin.com/in/beacon-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,790,859 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,790,859 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,790,859
Public Funds:
35.2% Equity - Exchange:
32.7% Cash:
32.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,143,591,640 | 35.2% |
| Equity - Exchange | $1,062,370,643 | 32.7% |
| Cash | $1,042,877,603 | 32.1% |
| Total | $3,248,839,886 | 100.0% |