David Bailin is a registered investment advisor at Cio Capital Group LLC, based in Rumson, NJ, with 12 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 5 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CIO Group provides investment management services exclusively through a bundled fee program. The fee covers investment advice, trading, custody, and administrative services. CIO Group does not offer investment advisory services outside of this program. The specific fee schedule is in their Wrap Fee Program Brochure.
Location
45 West River Road, Suite 202, Rumson, NJ, 07760
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cio Capital Group LLC
Previous Registrations
Citi Private Alternatives, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Warner Real Estate Equity InvestorsBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.