Overview
Assets Under Management: $24.4 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 6
Average Client Assets: $9 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.22
Average High-Net-Worth Client Assets: $9 million
Total Client Accounts: 195
Discretionary Accounts: 191
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 324457
Filing ID: 2005598
Last Filing Date: 2025-07-24 13:39:00
Website: https://citi.com