Ci Global Investments Inc
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Overview
Ci Global Investments Inc is a financial advisory firm that has its headquarters in Oakland, California. Ci Global Investments Inc administers $3.7 billion in total assets over 19 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management (AUM). Ci Global Investments Inc has a small group, including 2 financial advisors. Ci Global Investments Inc is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments like equities, bonds and options.
Ci Global Investments Inc oversees all of its client assets in a discretionary manner. Discretionary management means that transaction choices for the client's account are made by an investment advisor without requiring client approval. The advisory firm oversees roughly $197.0 million for each client account. The typical financial advisor at Ci Global Investments Inc administers about ten client accounts, placing it among the more individualized firms in the country.
Ci Global Investments Inc's headquarters is at 1111 Broadway, Oakland, California 94607. The firm is allowed to serve clients across a number of states, including California and Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ci Global Investments Inc by the Numbers
$3.7 billion
2
19
$197.0 million
Fee Structure
Fees charged by financial advisors typically depend on the services provided. However, fees billed by the firm typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to pooled investment vehicles. Out of its 19 clients, Ci Global Investments Inc's largest client is pooled investment vehicles. Around 100% of its clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ci Global Investments Inc does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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