Fcig Wealth Management, LLC
Firm details
- Headquarters
- Plainfield, Connecticut
- CRD number
- 329906
- Registered since
- March 19, 2024
- Custodians
- ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI56.22%
- Individuals31.89%
- Pension & Profit Sharing Plans10.92%
- Other0.97%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Fcig Wealth Management, LLC is an independent, SEC-registered RIA that began registration in 2024 and is organized as a limited liability company with individual ownership. The firm serves individual and family clients, charging a mix of AUM-based fees and fixed fees. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. The firm identifies itself as a capital allocator and works with third-party managers to implement portions of client portfolios. It does not flag itself as an active ESG investor. Fcig lists professional relationships with an accountant and an insurance company, which likely support tax, reporting and insurance-linked planning solutions in client engagements.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities23%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds4%
- State & Local Bonds3%
Contacts
3 of 6
Ryan Bouchard
ManagerCRD 5150809
Daniel Massucci
Managing PartnerCRD 4666155
William Gilmore
PrincipalCRD 4686895
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plainfield, CT
Windham
Location
Plainfield, CT
Headquartered in Plainfield, CT, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Windham
- Address
- 94 Norwich Rd
- Time zone
- ET (UTC-5)
- Office locations
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