C
CRD: 127209
Cygnet Investment Co., Inc.
Walpole, NH
2038560774
$15.7M Total AUM
$10.0M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
36 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-17-1990
- Office Locations
- 1
Office Locations
-- Walpole NH
About Cygnet Investment Co., Inc.
Cygnet Investment Co., Inc. is a Walpole-based RIA. The firm has been operating for 36 years. Managing $15.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and UBS.
Team overview
-- AVG AGE
$15.7M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
12 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
36yrs Firm Age
Insights
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Investment Vehicles
North
Owner & Executives
R
RICHARD STANDISH FRANCIS III
Chairman, President
- CRD
- #4687682
- Ownership
- 75% or more
(954) 673-8583
pioneer.eagle@meridiancapital.com
in linkedin.com/in/signal-insight
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,026,767 | -- |
| Non-Discretionary | $5,696,846 | -- |
| Total | $15,723,613 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,723,613
Equity - Exchange:
39.9% Cash:
36.2% Corporate - Investment Grade:
23.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,669,560,428 | 39.9% |
| Cash | $1,514,739,035 | 36.2% |
| Corporate - Investment Grade | $1,000,062,513 | 23.9% |
| Total | $4,184,361,976 | 100.0% |