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CITICORP INVESTMENT SERVICES
LONG ISLAND CITY, NY
718-248-0903
SEC #801-60996Total AUM
$1.8B
Employees
1,000Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1 COURT SQUARE 24TH FLOOR
LONG ISLAND CITY
NY 11120
USA
LONG ISLAND CITY
NY 11120
USA
Operating Hours
9AM TO 5PM
Monday - Friday
Monday - Friday
Phone
718-248-0903
Financials
Total AUM
$1.8B
Accounts
6,895Discretionary
$1.5B
Accounts
3,729Non-Discretionary
$236.9M
Accounts
3,166
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementMarket Timing
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
MEMBERSHIP FEES
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil ProceedingSEC/CFTC Cause of Denial/SuspensionSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 51 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.