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| Citigroup Global Markets Inc
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| CRD # | 7059 |
| SEC # | 801-3387 |
| CIK # | 0001080101, 0000091154, 0001012467, 0000315030 |
| AUM | $46.9 B (2025-07-20) |
| Employees | 6,903 (62% Investors, 72% Brokers) |
| Phone | 212-816-6000 |
| Address | 388 Greenwich Street New York, NY 10013 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001080101 0000091154 0001012467 0000315030 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 9.8 | ||
| Microsoft Corp | 8.0 | ||
| Tesla Motors Inc | 6.7 | ||
| Apple Inc | 6.3 | ||
| Amazon Com Inc | 5.2 | ||
| Facebook Inc | 5.0 | ||
| Broadcom Inc | 3.8 | ||
| Alphabet Inc | 3.0 | ||
| Bank of America Corp /DE/ | 2.3 | ||
| J P Morgan Chase & Co | 2.1 | ||
| VISA Inc | 2.0 | ||
| Alphabet Inc | 1.8 | ||
| Netflix Inc | 1.7 | ||
| Intuit Inc | 1.5 | ||
| SPDR Gold Trust | 1.4 | ||
| Carvana Co | 1.4 | ||
| Advanced Micro Devices Inc | 1.2 | ||
| Lilly Eli & Co | 1.1 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34,219 | 8.8 |
| (b) Individuals (high net worth individuals) | 21,077 | 26.9 |
| (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 | 46 | 1.5 |
| (h) Charitable organizations | 138 | 0.5 |
| (i) State or municipal government entities | 11 | 3.4 |
| (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 | 1,447 | 5.8 |
| (n) Other | 0 | 0.0 |
| Total | 56,879 | 46.9 |
| By Discretionary | ||
| Discretionary | 34,337 | 27.5 |
| Non-Discretionary | 22,542 | 19.4 |
| Total | 56,879 | 46.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.8 | |
| United States Persons | 38.1 | |
| Total | 56,879 | 46.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0000315030] | |
| 13F-NT | [0001012467] | |
| 13F-NT | [0001080101] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Betterment LLC
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|
NY | 56.4 |
|
World Investment Advisors LLC
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|
CA | 56.3 |
|
Avantax Advisory Services Inc
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|
TX | 46.1 |
|
Mawer Investment Management Ltd
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|
45.9 | |
|
Moneta Group Investment Advisors LLC
✚
|
MO | 42.8 |
|
Chevy Chase Trust Company
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|
MD | 40.3 |
|
AE Wealth Management LLC
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|
KS | 37.5 |
|
Private Advisor Group LLC
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|
NJ | 37.3 |
|
Osaic FA Inc
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|
IN | 37.1 |
|
Marquette Associates Inc
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|
IL | 35.6 |