Micg Investment Management (Newport News)

Name: Micg Investment Management
Address: 11815 Fountain Way, Newport News, VA, 23606
Telephone: 757-952-1800

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.

Micg Investment Management: assets under management

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 firm manages $52.95 million in discretionary accounts and $100 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $367.68 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $320.51 thousand.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Micg Investment Management

Candice Lee Gilman joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Martinovich Investment Consulting Group	Shareholder	1 Feb 2000	50% - 75%	54-1977734
Jeffrey Alan Martinovich	Chief executive officer/finop/chief compliance officer	1 Feb 2000	Other	2258793
Stephen Edward Sigmon	Chief operations officer/principal/srop	1 Feb 2000	Other	2728071
Lanie A. Cones	Municipal principal	1 Feb 2000	Other	2733810
Mares & Company Witt	Shareholder	1 Feb 2000	50% - 75%	54-1184709
Lanie Cones Duckworth	Municipal principal	1 Feb 2000	Other	2733810
Martinovich Investment Consulting Group	Shareholder	1 Dec 2003	Other	54-1974519
Michael Brian Feldman	Chief financial officer	1 Aug 2005	Other	5014559
Lyle Kennedy Schiavone	Firm principal/srop	1 Oct 2005	Other	1330781
Llc Micg Wealth Management	Shareholder	1 May 2006	75% - 100%	20-4403416
Janet Louise Medina	Director of operations	1 May 2006	Other	2168451
L. Bruce Glasser	Director of investment banking	1 Dec 2006	Other	1371726
Jayne Waida Di Vincenzo	Municipal principal	1 Jan 2008	Other	3165173
Kevin Joseph Cadieux	Chief operations officer	1 Jan 2008	Other	5473143
Kenneth Duncan Monroe	Director of real estate capital advisors	1 Jul 2008	Other	4162619
Kristina Leigh Thompson	Chief compliance officer, options principal, municipal bond principal	1 Oct 2008	Other	2342653
Lyle Kennedy Schiavone	Investment advisor	1 Dec 2008	Other	1330781
Jayne Waida Di Vincenzo	Vice president/investment advisor	1 Dec 2008	Other	3165173
Candice Lee Gilman	Chief compliance officer	1 Oct 2009	Other	5226511

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Martinovich Investment Consulting Group	Shareholder	1 Apr 2006	75% - 100%	54-1977734
Martinovich Investment Consulting Group	Shareholder	1 May 2006	75% - 100%	54-1977734

Based in Newport News

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.