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First Citizens Asset Management, Inc

● SEC registered since 2014CRD 140777SEC# 801-79917Raleigh, NC
Export (members)
Reg. AUM
$167M
Employees
53
Accounts
409
Location
Raleigh, NC

First Citizens Asset Management, Inc assets under management

First Citizens Asset Management, Inc is an investment advisory firm registered with the SEC based in Raleigh, NC. The firm has been registered since 2014. It reports $167 million in regulatory assets under management and employs 53 people.

First Citizens Asset Management, Inc owners & executives

10 reported
NameTitleOwnershipSince
Brent Ciliano ControlDirectorUnder 5%2016
Charles Falconer III McCallum ControlDirectorUnder 5%2024
Eraine Johnson Parker ControlInterim Chief Compliance OfficerUnder 5%2025
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Frequently asked questions

How much does First Citizens Asset Management, Inc manage?

First Citizens Asset Management, Inc reports $167 million in regulatory assets under management on its Form ADV.

How many employees does First Citizens Asset Management, Inc have?

First Citizens Asset Management, Inc reports 53 employees.

Where is First Citizens Asset Management, Inc located?

First Citizens Asset Management, Inc is based in Raleigh, NC and has been SEC-registered since 2014.

Does First Citizens Asset Management, Inc disclose fund performance?

First Citizens Asset Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8540 Colonnade Center Drive, Raleigh, NC 27615
Phone800-229-0205
Fax919-716-2230
Office hours8:30 - 5:00
SEC regionAtlanta Regional Office (ARO)
CIK1964116
Discloses disciplinary historyYes

Assets under management

Discretionary$167M
Non-discretionary$0
Total (RAUM)$167M