Overview
Assets Under Management: $204 million
High-Net-Worth Clients: 57
Average Client Assets: $4 million
Frequently Asked Questions
CITADEL INVESTMENT ADVISORY INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110540), CITADEL INVESTMENT ADVISORY INC is subject to fiduciary duty under federal law.
CITADEL INVESTMENT ADVISORY INC serves 57 high-net-worth clients according to their SEC filing dated March 14, 2024. View client details ↓
According to their SEC Form ADV, CITADEL INVESTMENT ADVISORY INC offers portfolio management for individuals. View all service details ↓
CITADEL INVESTMENT ADVISORY INC manages $204 million in client assets according to their SEC filing dated March 14, 2024.
According to their SEC Form ADV, CITADEL INVESTMENT ADVISORY INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.67
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 117
Discretionary Accounts: 117
Regulatory Filings
CRD Number: 110540
Last Filing Date: 2024-03-14 00:00:00
Website: https://en.com