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How does the advisor help clients – Key Takeaways:

CINVEN, INC. is a leading financial services firm that prides itself on providing expert guidance and support to its clients. They offer a wide range of services and specialize in helping clients achieve their financial goals.

Facts and Insights

CINVEN, INC. has been in business for over 20 years, and in that time, they have built a reputation for their expertise and professionalism in the financial industry. They have also amassed a large portfolio of assets under management, and have a team of experienced advisors who are dedicated to helping their clients achieve financial success.

The table below provides a breakdown of CINVEN, INC.’s assets under management, number of advisors, and time in business (as of 2021).

Assets Under Management Number of Advisors Time in Business
$50 billion 100 20+ years

Financial Services Offered

CINVEN, INC. offers a comprehensive range of financial services to its clients. These services include investment management, retirement planning, estate planning, tax consulting, and more. They also provide personalized financial strategies and advice tailored to each client’s unique needs and goals.

Client Types

CINVEN, INC. works with a diverse range of clients, including individuals, families, and businesses. They have experience helping clients at all stages of their financial journey, from young professionals just starting to invest, to retirees looking to manage their wealth.

Fees & Compensation

CINVEN, INC. operates on a fee-based compensation model, which means they are not paid through commissions on financial products. This allows them to provide unbiased advice and work in the best interests of their clients. Fees vary depending on individual circumstances and the services provided.


CINVEN, INC. was founded in 2000 by a team of seasoned financial experts who wanted to create a firm that prioritized personalized and holistic financial planning for their clients. Today, they continue to uphold these values and provide top-notch financial guidance to their clients.

Financial Advisor Disclosures to Know

As a registered financial advisor, CINVEN, INC. is bound by certain regulations and disclosures. These include providing clients with a Form ADV, which outlines the advisor’s services, fees, and potential conflicts of interest. They also have a fiduciary duty to act in the best interests of their clients at all times.

Company Information

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Other Information

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