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Building 2CITADEL INVESTMENT ADVISORY INC

Map pin
Phone440-942-8877
NotebookSEC #801-112507
Total AUM
$278.3M
Employees
1
Clients
118

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
440-942-8877

ReceiptFinancials

Total AUM
$278.3M
Accounts
118
Discretionary
$278.3M
Accounts
118
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
61
AUM
$34.3M
HNW Individual Clients
57
AUM
$243.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOH

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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