Cfci - Investment Advisers

About Cfci

Cfci, legally Comprehensive Financial Consultants Institutional, Inc., is an investment adviser headquartered in Bloomington, Indiana. The firm reports $595.57 million in regulatory assets under management and has 22 employees. It is also listed among investment advisers in Indiana. The firm describes itself as a full-service advisory practice that works with individuals, families, and business owners. Its services cover retirement planning, wealth management, portfolio construction and risk management, wealth-building strategies for working professionals, and estate planning. Clients include retirees and pre-retirees, small business owners, and working professionals. The firm states that its team has more than 150 years of combined industry experience. Cfci says it operates independently and has no ties to any single company, service, or product. The process starts with an introductory consultation to discuss a client's goals, time horizon, and risk tolerance, and the strategy is then adjusted as circumstances change. Other firms of this type are listed in the directory of US investment advisers.

Key Facts

Assets Under Management

$595.57M

Employees

22

SEC File Number

801-62834