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- Custodian
- Fidelity/NFS ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- LegacyTimber +more
- Established Date
- 08-24-2009
- Office Locations
- 3
Office Locations
About Cigx, LLC
CIGX, LLC is a fiduciary RIA providing financial planning and portfolio management, with deep-dive discovery and ongoing oversight. Planning covers retirement, investment, college, and insurance needs. Portfolios span stocks, bonds, mutual funds, ETFs, and select commodities/currencies. Serves retail and institutional clients; custodians include Fidelity/NFS. Distinctive: ties strategy to its C+I+G+X wealth framework.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ERICH JASON SCHWERD
Financial Planner
- CRD
- #4837896
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Christopher Blythe
Investment Advisor Representative
- CRD
- #7688036
ALAEDDIN KHARAZMI
Insurance Agent
- CRD
- #2221499
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $244,917,065 | 25.2% |
| Equity - Exchange | $309,062,011 | 31.8% |
| Public Funds | $225,479,203 | 23.2% |
| Cash | $192,434,836 | 19.8% |
| Total | $971,893,115 | 100.0% |