| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 04/08/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 4 |
| of those in investment advisory functions | 1 -50.00% |
| Registration | SEC, Approved, 02/07/2003 |
|
|
|
| AUM* | 912,150,809 10.35% |
| of that, discretionary | 885,320,409 9.99% |
| Private Fund GAV* | 0 |
| Avg Account Size | 6,562,236 23.85% |
| % High Net Worth | 99.28% 0.57% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 214 xxxxxxx |
- High net worth individuals
- Investment companies
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds
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| Stck Ticker172967424 | Stock NameCITIGROUP INC | $ Position$12,156,470 | % Position2.00% | $ Change-1.00% | # Change-2.00% |
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