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Alaeddin Kharazmi

Cigx, LLC

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About Alaeddin Kharazmi

Alaeddin Kharazmi is a registered investment advisor representative with Cigx, LLC in Marietta, Georgia. Alaeddin has been in the industry since 1992 and has a strong background in financial planning and portfolio management. Alaeddin holds a Series 6 and Series 63 license and is a Chartered Financial Consultant. He has experience working with individuals, businesses, and pension plans. Alaeddin provides a range of services, including financial planning, portfolio management, and publication of periodicals.

Firm Information

Alaeddin Kharazmi is currently registered with Cigx, LLC. Cigx, LLC is an investment advisor based in the United States. The firm provides financial planning, pension consulting, publication of periodicals, portfolio management for individuals, and portfolio management for pooled investment vehicles. They have approximately $36.5 million in regulatory assets under management for 350 clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.

$36.50M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alaeddin Kharazmi’s Registration & Firm History

GA

01/24/2013 - Present

Cigx, LLC (MARIETTA GA)

GA

06/01/1995 - 01/20/2011

SECURITIES MANAGEMENT & RESEARCH, INC. (MARIETTA GA)

NA

11/30/1993 - 04/04/1995

FIDELITY EQUITY SERVICES CORPORATION

NY

04/15/1992 - 11/01/1993

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/11/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/14/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alaeddin Kharazmi.
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