Citadel Investment Advisory Inc
Firm details
- Headquarters
- ,
- CRD number
- 110540
- Registered since
- February 26, 2018
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.67%
- Individuals12.33%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Citadel Investment Advisory Inc. is an independent, individually owned registered investment adviser focused on fee-based portfolio management for individuals, families and small businesses. The firm is registered with the SEC (registered in 2018) and charges clients on a percentage-of-assets-under-management basis. Its stated advisory activity centers on discretionary portfolio management rather than pension consulting or capital allocation. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- US Government Bonds11%
- Cash & Cash Equivalents2%
Contacts
1 of 1Kurt Liedtke
PresidentCRD 1812271
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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