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| Citigroup Global Markets Inc
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|---|---|
| CRD # | 7059 |
| SEC # | 801-3387 |
| CIK # | 0000091154, 0000315030, 0001080101, 0001012467 |
| AUM | $56.0 B (2026-06-30) |
| Employees | 7,036 (58% Investors, 71% Brokers) |
| Phone | 212-816-6000 |
| Address | 388 Greenwich Street New York, NY 10013 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 13.5 | ||
| Apple Inc | 9.0 | ||
| Microsoft Corp | 8.6 | ||
| Tesla Motors Inc | 5.7 | ||
| Alphabet Inc | 4.9 | ||
| Amazon Com Inc | 4.7 | ||
| Broadcom Inc | 4.5 | ||
| Facebook Inc | 3.6 | ||
| SPDR Gold Trust | 3.2 | ||
| Alphabet Inc | 3.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34,655 | 9.5 |
| (b) Individuals (high net worth individuals) | 23,441 | 32.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 26 | 3.0 |
| (g) Pension and profit sharing plans | 41 | 1.5 |
| (h) Charitable organizations | 143 | 0.5 |
| (i) State or municipal government entities | 11 | 2.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1,512 | 6.7 |
| (n) Other | 0 | 0.0 |
| Total | 59,757 | 56.0 |
| By Discretionary | ||
| Discretionary | 37,632 | 35.0 |
| Non-Discretionary | 22,125 | 21.0 |
| Total | 59,757 | 56.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.4 | |
| United States Persons | 45.6 | |
| Total | 59,757 | 56.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0000315030] | |
| 13F-NT | [0001012467] | |
| 13F-NT | [0001080101] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
IEQ Capital LLC
✚
|
CA | 56.8 |
|
Moneta Group Investment Advisors LLC
✚
|
MO | 50.5 |
|
AE Wealth Management LLC
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|
KS | 49.8 |
|
Savant Capital LLC
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|
IL | 49.6 |
|
Cliffwater LLC
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|
CA | 48.5 |
|
Marquette Associates Inc
✚
|
IL | 47.1 |
|
EP Wealth Advisors LLC
✚
|
CA | 45.1 |
|
Chevy Chase Trust Company
✚
|
MD | 44.9 |
|
Private Advisor Group LLC
✚
|
NJ | 44.3 |
|
Newedge Advisors LLC
✚
|
LA | 43.2 |