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| Citigroup Global Markets Inc
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|---|---|
| CRD # | 7059 |
| SEC # | 801-3387 |
| CIK # | 0000315030, 0001080101, 0000091154, 0001012467 |
| AUM | $40.5 BB (2024-08-08) |
| Employees | 7,830 (62% Investors, 70% Brokers) |
| Phone | 212-816-6000 |
| Address | 388 Greenwich Street New York, NY 10013 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| NVDA | 399.6 | 6.8 | |
| MSFT | 1,918.2 | 5.8 | |
| AAPL | 2,382.8 | 5.2 | |
| AMZN | 1,093.0 | 3.4 | |
| TSLA | 723.4 | 2.3 | |
| META | 434.9 | 2.1 | |
| AVGO | 201.3 | 2.1 | |
| GOOGL | 1,475.1 | 1.9 | |
| GOOG | 1,482.6 | 1.8 | |
| GLD | 1.6 | ||
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33,885 | 8.1 |
| (b) Individuals (high net worth individuals) | 18,468 | 22.7 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 53 | 1.3 |
| (h) Charitable organizations | 138 | 0.4 |
| (i) State or municipal government entities | 11 | 3.0 |
| (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 | 1,382 | 5.0 |
| (n) Other | 0 | 0.0 |
| Total | 53,880 | 40.5 |
| By Discretionary | ||
| Discretionary | 31,420 | 23.4 |
| Non-Discretionary | 22,460 | 17.1 |
| Total | 53,880 | 40.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.6 | |
| United States Persons | 33.0 | |
| Total | 53,880 | 40.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0000315030] | |
| 13F-NT | [0001012467] | |
| 13F-NT | [0001080101] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mawer Investment Management Ltd
✚
|
49.6 | |
|
Mercer Global Advisors Inc
✚
|
CO | 45.4 |
|
Avantax Advisory Services Inc
✚
|
TX | 41.7 |
|
Securities America Advisors Inc
✚
|
NE | 40.4 |
|
World Investment Advisors LLC
✚
|
CA | 37.8 |
|
Moneta Group Investment Advisors LLC
✚
|
MO | 37.5 |
|
Osaic FA Inc
✚
|
IN | 37.1 |
|
Chevy Chase Trust Company
✚
|
MD | 36.0 |
|
Voya Investment Management LLC
✚
|
GA | 33.8 |
|
Private Advisor Group LLC
✚
|
NJ | 31.5 |