Cpic International (San Francisco)

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.

Cpic International: assets under management

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 firm manages $105.64 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $503.07 thousand each.

Fees & Commissions

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.

Careers at Cpic International

Diane Clare Jakubowski has been acting as President since 1 Apr 1985. Thomas Joseph Bonomo joined the executive team most recently as the Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Joseph Bonomo	Ceo	1 Apr 1985	25% - 50%	1660298
Diane Clare Jakubowski	President	1 Apr 1985	50% - 75%	733863

Based in San Francisco

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.