Michael
Affleck
Ci Private Wealth
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About this Advisor
Michael Affleck is a financial advisor who works out of Newport Beach, California with 1 year of relevant experience. Affleck is currently employed by Ci Private Wealth. Throughout their career, they have worked at Full-Time Education, The Church Of Jesus Christ Of Latter-Day Saints, Scott Marsh Financial, LLC, Corient Capital Partners, LLC, Elite Soccer League, Mj Anderson Capital Partners and Ci Corient Private Wealth. Affleck maintains a Series 65 license, designating them as an investment advisor representative, and is approved to work in California. Ci Private Wealth is an advisory company that has its headquarters in Miami, FL. The company has offices in 28 locations and a total of 825 financial advisors. It manages $95 billion in assets across its 79,738 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 504 charities and foundations. Of its 79,738 customer accounts, 51% belong to high-net-worth clients who have at least $1 million in assets available to invest. Ci Private Wealth provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees vary depending on which services the firm provides the client. Fee types charged by Ci Private Wealth most likely are comprised of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ci Private Wealth Brokerage Details
$94,617,046,882
825
79,738
$1,186,599
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Michael Affleck Work History
Michael has been registered as a financial advisor for 1 years.*
Ci Corient Private Wealth
Corient Capital Partners, LLC
Mj Anderson Capital Partners
Scott Marsh Financial, LLC
Elite Soccer League
The Church Of Jesus Christ Of Latter-Day Saints
Full-Time Education
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Affleck to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ci Private Wealth
Itasca, IL
Itasca, IL
New York, NY
San Diego, CA
Dallas, TX
Itasca, IL
Miami, FL
San Diego, CA
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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