CIC Wealth

  • Financial Services
  • Rockville MD
  • 10 employees
  • Financial Services
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Company Overview

Headquarters
1101 Wootton Parkway Suite 980, Rockville MD
Website
cicwealth.com
Phone
(301) 816-4683
Employees
10
Founded in
1999
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is CIC Wealth

CIC Wealth is a wealth management firm located in Rockville, Maryland. Founded in the United States, the company employs 10 individuals. CIC Wealth offers comprehensive financial planning services, assisting clients with various aspects of their financial lives. These include retirement planning, education savings, proactive money management, and preparing for unforeseen events. Their approach focuses on providing personalized solutions tailored to each client's unique needs and goals. CIC Wealth distinguishes itself through its commitment to knowledge, care, and commitment, believing these principles are essential for achieving financial security. The company emphasizes transparency and compliance, noting that interactions on third-party websites, including social media, are considered advertisements and subject to regulatory oversight. Clients interested in learning more about CIC Wealth's services can contact them directly through their website, cicwealth.com.

Company Leadership

Frank Cappadora

Managing Partner/CCO

Phone Email

CIC Wealth Industry Tags

Financial Services
Financial Advisory Services
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CIC Wealth Tech Stack

JavaScript
HTML
PHP
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FAQ

What is the location of CIC Wealth's headquarters?
The headquarters of CIC Wealth are situated at 1101 Wootton Parkway Suite 980, Rockville MD
What is CIC Wealth's phone number?
CIC Wealth's contact number is (301) 816-4683.
What is CIC Wealth's official website?
The official website of CIC Wealth can be found at cicwealth.com.
What is CIC Wealth's current revenue?
As of January 2015, CIC Wealth's annual revenue reached $10B.
How many employees does CIC Wealth currently have?
CIC Wealth employs approximately 10+ people as of January 2015
Which industries is CIC Wealth primarily operating in?
CIC Wealth operates in the following industries: Finance, Credit
Who is the Managing Partner/CCO of CIC Wealth?
CIC Wealth's Managing Partner/CCO is Frank Cappadora
What are CIC Wealth's industry tags?
CIC Wealth's industry tags include: Financial Services, Financial Advisory Services
When was CIC Wealth founded?
CIC Wealth was founded in 1999.

Employee Directory

Key Employees

Satish Survanshi

Senior Executive Vice President

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Austin Pearl

Financial Advisor

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Andrew Smith

Director Advanced Planning

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