Cic Partners Management LLC

Cic Partners Management LLC (CRD# 158019) is a financial advisory firm headquartered in Dallas, TX. They manage $371,865,599 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3879 Maple Avenue, Suite 400, Dallas, TX 75219
http://www.cicpartners.com
By the Numbers
  • Total Assets Under Management
    372
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $185,932,800
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
Fouad Bashour, financial advisor Dallas TX
Fouad Z. Bashour
CRD#: 5932391
3879 Maple Avenue, Suite 400, Dallas, TX 75219

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.

2
Fouad Bashour, financial advisor Dallas TX
Fouad Bashour
CRD#: 5932409
3879 Maple Avenue, Suite 400, Dallas, TX 75219

Fouad Bashour (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.

3
Marshall Payne, financial advisor Dallas TX
Marshall B. Payne
CRD#: 1176706
3879 Maple Avenue, Suite 400, Dallas, TX 75219

Marshall Payne (CRD# 1176706) is an Investment Advisor Representative working at Cic Partners Management LLC in Dallas, TX and has over 37 years of experience in the finance industry.

4
Amir Yoffe, financial advisor Dallas TX
Amir (. Yoffe
CRD#: 3091588
3879 Maple Avenue, Suite 400, Dallas, TX 75219

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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