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CI Private Wealth
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Summary
location iconMiami, Florida
website
company sizeCompany size: 51-200
aumAUM: $5B - $10B

CI Private Wealth, LLC is an SEC-registered investment adviser and a wholly-owned subsidiary of CI Private Wealth US, LLC, an indirect, majority-owned subsidiary of CI Financial Corp., a publicly traded global wealth management and asset management firm. CI Private Wealth, LLC provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds.

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