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, SEC-registered RIA that provides fee-based portfolio management for individuals and small businesses. The firm has been registered since 2018 and is owned by an individual principal. Its business model centers on discretionary portfolio management for private clients, charged as a percentage of assets under management. The firm does not identify as a capital allocator, does not market itself as a multi-state adviser, and is not flagged as an active ESG investor or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Similar firms
Beacon Wealth Consultants, Inc.
RIARoanoke, VA
Beacon Capital, LLC
RIACedar Rapids, IA
International Money Matters Pvt Ltd
RIABengaluru Karnataka
Guardian Asset Advisors, LLC
RIAMechanicsburg, PA
Edenbrook Capital, LLC
RIAMount Kisco, NY
Ironwood Investment Management, LLC
RIABoston, MA