Cic Partners Management LLC

Cic Partners Management LLC (CRD# 158019) is a financial advisory firm headquartered in Dallas, TX. They manage $185,098,788 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    185
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $46,274,697
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
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.

TX

Financial Advisors at Cic Partners Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Marshall B. Payne
CRD#: 1176706
3879 Maple Avenue, Suite 400, Dallas, TX 75219
93
Wealthminder
score

Marshall Payne (CRD# 1176706) is an Investment Advisor Representative working at Cic Partners Management LLC in Dallas, TX and has over 33 years of experience in the finance industry.

2
Fouad Z. Bashour
CRD#: 5932391
3879 Maple Avenue, Suite 400, Dallas, TX 75219
87
Wealthminder
score

Fouad Bashour (CRD# 5932391) is an Investment Advisor Representative working at Cic Partners Management LLC in Dallas, TX and has 1 year of experience in the finance industry.

3
Michael S. Rawlings
CRD#: 5932409
3879 Maple Avenue, Suite 400, Dallas, TX 75219
87
Wealthminder
score

Michael Rawlings (CRD# 5932409) is an Investment Advisor Representative working at Cic Partners Management LLC in Dallas, TX and has 1 year of experience in the finance industry.

4
Amir (. Yoffe
CRD#: 3091588
3879 Maple Avenue, Suite 400, Dallas, TX 75219
87
Wealthminder
score

Amir Yoffe (CRD# 3091588) is an Investment Advisor Representative working at Cic Partners Management LLC in Dallas, TX and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.