Overview
Assets Under Management: $10.1 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 19
Average Client Assets: $7.9 million
Frequently Asked Questions
CITI PRIVATE ADVISORY, LLC 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 #153777), CITI PRIVATE ADVISORY, LLC is subject to fiduciary duty under federal law.
CITI PRIVATE ADVISORY, LLC is headquartered in NEW YORK, NY.
CITI PRIVATE ADVISORY, LLC serves 19 high-net-worth clients according to their SEC filing dated September 11, 2018. View client details ↓
According to their SEC Form ADV, CITI PRIVATE ADVISORY, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
CITI PRIVATE ADVISORY, LLC manages $10.1 billion in client assets according to their SEC filing dated September 11, 2018.
According to their SEC Form ADV, CITI PRIVATE ADVISORY, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.48%
Average Client Assets: $7.9 million
Total Client Accounts: 132
Discretionary Accounts: 126
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 153777
Filing ID: 1240131
Last Filing Date: 2018-09-11 17:27:00