Cic Investment Consultants

Cic Investment Consultants (CRD# 125459) is a financial advisory firm headquartered in Burr Ridge, IL. They manage $32,000,000 in 110 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $290,909
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, FL, IL, TX

Financial Advisors at Cic Investment Consultants
Showing 1 - 1 of 1 top financial advisors.
1
James J. Krebec
CRD#: 1500820
7420 S. County Line Road, Ste. 1, Burr Ridge, IL 60527
96
Wealthminder
score

James Krebec (CRD# 1500820) is an Investment Advisor Representative working at Cic Investment Consultants in Burr Ridge, IL and has over 30 years of experience in the finance industry. James Krebec has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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