Cci Financial Group Inc is a large advisory firm based in Akron. It manages $111.79 million of regulatory assets for 65 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Ohio and Texas.
Cci Financial Group provides financial planning services, portfolio management for individuals and small businesses, and accounting/tax planning, estate planning, business advisory. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cci Financial Group Inc is $111.79 million. The firm's AUM has grown by 69% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cci Financial Group Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Jeffrey Harrold Reitzes is high net worth individuals with 28 clients and $96.25 million of assets under management. Among the 7 most similar advisory firms, Cci Financial Group has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $111.79 million for 65 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Cci Financial Group doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Cci Financial Group Inc performs its advisory services is located at 1653 Merriman Road, Akron, OH 44313, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 330-864-7030 or by fax 330-864-7219. The normal business hours are 8:30 - 5:00 on Monday - Friday.