CI U.S. Wealth Management - aVenture Asset Manager Research
CI U.S. Wealth Management
Operating Status: Operating
CI U.S. Wealth Management, a Miami-based company, offers comprehensive financial services.
Location
Miami, FL, US
Founded
1965
CI U.S. Wealth Management focuses on providing comprehensive financial services to clients across the United States. Based in Miami, Florida, the firm offers a range of wealth management solutions tailored to individual and institutional investors' needs.
As part of the larger CI Financial group, CI U.S. Wealth Management leverages its parent company's extensive resources and expertise to deliver high-quality investment strategies and financial planning services. The firm's approach emphasizes personalized advice, risk management, and long-term wealth preservation for its diverse clientele.
CI U.S. Wealth Management - Classification
NAICS
520000Finance and Insurance
523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
