Ci Global Investments INC.
Oakland, CA·SEC-registered · CRD #156752
Ci Global Investments INC. is an SEC-registered investment advisory firm in Oakland, CA managing $15B across 27 client accounts, with 2 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$15B
Client accounts
27
Advisory staff
2
Fee model
Fee-only
How Ci Global Investments INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
BEFORE YOU CALL CI GLOBAL INVESTMENTS INC.
See how Ci compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Ci Global Investments INC.. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Ci Global Investments INC.? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Ci Global Investments INC.
How much does Ci Global Investments INC. manage?
Per its most recent SEC Form ADV filing (03/31/2026), Ci Global Investments INC. reports $15B in regulatory assets under management across roughly 27 client accounts.
How does Ci Global Investments INC. charge?
Ci Global Investments INC. is a fee-only firm. Its disclosed compensation arrangements are: not specified. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Ci Global Investments INC. a fiduciary?
Yes. Ci Global Investments INC. is registered with the U.S. Securities and Exchange Commission (CRD #156752), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Ci Global Investments INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Ci Global Investments INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Oakland, CA
Profile compiled from Ci Global Investments INC.'s public SEC Form ADV filing (CRD #156752, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Ci Global Investments INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Ci Global Investments INC.? Claim this profile.