Cic/Hcm Asset Management, Inc (Los Angeles)

Cic/Hcm Asset Management, Inc is a large advisory firm based in Los Angeles. It manages $278.55 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Hawaii.

Cic/Hcm Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cic/Hcm Asset Management: assets under management

The assets under management (AUM) of Cic/Hcm Asset Management, Inc is $278.55 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $278.55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $18.57 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cic/Hcm Asset Management, Inc 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.

Careers at Cic/Hcm Asset Management, Inc

Fernando Inzunza has been acting as President since 1 Feb 2000. Michael Hirai joined the executive team most recently as the President & Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Fernando Inzunza	Director	1 Feb 2000	Other	1932690
George Gerard Castro	Chairman of the board	1 Feb 2000	25% - 50%	1370152
Elario Monteiro	Director	1 Feb 2000	Other	1797761
Michael Hirai	Vice chairman/secretary	1 Feb 2000	25% - 50%	2956912
Michael Hirai	President & ceo	1 Nov 2003	75% - 100%	2956912

Based in Los Angeles

The principal office where Cic/Hcm Asset Management, Inc performs its advisory services is located at 633 W. Fifth Street, Ste 1180, Los Angeles, CA 90071 The mailing address of the firm is 841 Bishop Street, Honolulu, HI 96813. It doesn’t run an office outside of the United States.