Cpic International is a large advisory firm based in San Francisco. It manages $105.64 million of regulatory assets for 210 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Cpic International provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cpic International is $105.64 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Cpic International for their services and products based on a percentage of assets under management. 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.
Diane Clare Jakubowski has been acting as President since 1 Apr 1985. Thomas Joseph Bonomo joined the executive team most recently as the Ceo.
The principal office where Cpic International performs its advisory services is located at 388 Market St Ste 920, San Francisco, CA 94111, 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 415-989-1915 or by fax 415-989-1615. The normal business hours are 9-5 on Monday - Friday.