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CFIG INVESTMENT ADVISORY SERVICES, LLC
CRD 148261
1555 POST ROAD EAST, SUITE 206, WESTPORT, CT, 06880, United States
Phone
203-971-1910
Fax
203-221-0880
Registration
— (—)
Source
State registered
Total AUM
$31.4M
Discretionary AUM
$31.1M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $2.0M |
| High net worth individuals | 11 | $29.4M |
All web addresses on file
Official SEC filing: View on IAPD