CFIG INVESTMENT ADVISORY SERVICES, LLC

CFIG INVESTMENT ADVISORY SERVICES, LLC of WESTPORT, CT is an SEC-registered investment adviser (CRD 148261). Regulatory assets under management: $31.4M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 148261
• Type: Registered investment adviser
• Location: 1555 POST ROAD EAST, WESTPORT, CT, 06880
• Phone: 203-971-1910
• Latest filing: 2026-03-31
• Regulatory AUM: $31.4M
• Discretionary AUM: $31.1M
• Non-discretionary AUM: $253K
• Clients: 1
• Accounts: 46

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148261 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search