Micg Investment Management is a large advisory firm based in Newport News. It manages $152.95 million of regulatory assets for 456 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 41 other states.
Micg Investment Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Micg Investment Management is $152.95 million. The firm's AUM has grown by 53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Micg Investment Management for their services and products based on a percentage of assets under management, fixed fees, commissions, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Candice Lee Gilman joined the executive team most recently as the Chief Compliance Officer.
The principal office where Micg Investment Management performs its advisory services is located at 11815 Fountain Way, Newport News, VA 23606, which is also the mailing address of the firm. An additional office of the firm is in Norfolk, VA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 757-952-1800 or by fax 757-952-1839. The normal business hours are 8:30am to 5:30pm on Monday - Friday. You can find more information about the New York firm at micginvmgt.com.